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UI User Interface Enhancements

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Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 8 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith 3 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Total Current Cost of All Estimates

It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Aaron Henry 5 months ago in UI User Interface Enhancements 0 Future consideration

Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page

Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Isaura Clark 5 months ago in UI User Interface Enhancements 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 3 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge 6 months ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest 7 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest 7 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.
Guest 7 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest 4 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration