Sage Construction Management Ideas Portal
ADD A NEW IDEA

UI User Interface Enhancements

Showing 66 of 573

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 7 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest 12 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith 10 months ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 2 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Emily Sutton 11 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 4 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King 9 months ago in Other / UI User Interface Enhancements 0 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 10 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 5 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 5 months ago in UI User Interface Enhancements 0 Future consideration