Sage Construction Management Ideas Portal
ADD A NEW IDEA

UI User Interface Enhancements

Showing 106

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest 3 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 3 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 4 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 8 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

Auto Fill Timecards

When Manually entering timecards. Should Not have employee name auto populate from the last entry. If you do not remember to go up and check the name then it puts hours to the wrong employee which you can't change easily. It should be a * blank fi...
Guest about 1 month ago in Labor Timecards / UI User Interface Enhancements 0 Future consideration

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 5 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 7 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
Jack Speshock about 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

Add column for linked files and executed/not executed indicator when viewing list of PO's

Add a column for linked files and a column for executed when viewing the list of PO's. This would also require an additional field be added in the PO itself to track executed.
Meredeth Dotson 12 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration