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UI User Interface Enhancements

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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 6 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Add a Notes Field under the Submittals section and include it in report exports

No description provided
Guest 6 months ago in Submittals / UI User Interface Enhancements 3 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
Dawn Parents over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Emily Sutton over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest about 1 year ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King over 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

Copy Bill with attachment to PO

It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Megan Zwart 4 months ago in Purchase Orders / UI User Interface Enhancements / UI User Interface Navigation / Vendor Bills 2 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration