Sage Construction Management Ideas Portal
ADD A NEW IDEA

UI User Interface Enhancements

Showing 135

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic over 1 year ago in Teamlink Portal (General) / 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 10 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes 2 months ago in Feature Settings - New Dimensions Considered / Purchase Orders / 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 8 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest 3 months ago in Companies / Company Settings / Contact Management / UI User Interface Enhancements 0 Future consideration

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

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

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

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

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