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UI User Interface Enhancements

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List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest about 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 8 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

Add purchase order field to Prime Contract wizard

Thank you for adding the Owner PO field to the prime contract - very helpful! Can you also add it to the wizard so that we don't have to go back and Edit to add it later?
Audrey Peebles 2 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest 8 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 3 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 5 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 2 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard 2 months ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 Future consideration