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UI User Interface Enhancements

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Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...
Guest about 1 year ago in UI User Interface Enhancements / User Properties / User Security Roles 1 Future consideration

PO reference field on quick add bills

See the screenshot below, for data entry it would be great to be able to add the PO reference in the quick add bill feature so when you are adding multiple bills at one time you can just reference the PO on the page similar to WO or CO. instead of...
Guest 4 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 2 Already exists

Recently Viewed or Recently Opened

I would like to see a tab or button that would allow me to return to a recently worked on page. Every similar system I have ever used has some sort of working history that allows you to jump right back into a page you were recently working on. I o...
Case Downs 4 months ago in UI User Interface Enhancements / UI User Interface Navigation 1 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 over 1 year ago in Contacts / UI User Interface Enhancements 0 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 11 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli over 1 year ago in Drawings / UI User Interface Enhancements 1 Planned

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 4 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / UI User Interface Enhancements 1 Future consideration

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance
Ian Broadfoot over 1 year ago in Equipment Items / UI User Interface Enhancements 1 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 about 1 year ago in Purchase Orders / 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 4 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration