UI User Interface Enhancements

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Multiple browsers being open at once

Being able to open different parts of the website especially during the transfer of data process without it logging you out of every tab.

Guest 2 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

3 VOTE

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 7 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

1 VOTE

Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...

Guest 2 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

2 VOTE

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.

Guest 5 months ago in UI User Interface Enhancements 1 Future consideration

2 VOTE

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...

Ben Walters 5 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists

1 VOTE

Vendor hub to be more like a supplier directory not just hold info on Vendors who have transactions against

Would like to see the vendor hub set up more around the vendor directory to show all live vendors, transactions, activity, performance etc. Having a dashboard like in Intacct where you can select vendor and see its activity, analytics

Vici Plunkett 3 months ago in Contact Management / UI User Interface Enhancements / Vendor Hub 1 Future consideration

2 VOTE

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...

Patrick Wolf 5 months ago in RFI / UI User Interface Enhancements 1 Future consideration

5 VOTE

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.

Sue Kelly about 1 year ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

2 VOTE

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 5 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

8 VOTE

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

David Holler almost 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

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