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If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman 12 months ago in Detail Report Templates 1 Already exists

Issues - add the company to the column selection

When a company or contact is associated with an issue you should be able to have the option to select the company/contact in the Column selection for viewing issues on screen.
Brooke Gemmell 6 months ago in Issues / UI User Interface Enhancements 0 Future consideration

Option to save photos to camera roll when taking photos from mobile app

Ability to save the photos you take to the camera roll or photos on the device. This would allow for uploading photos to different feature of the mobile app without having to download and then re upload.
Jack Speshock over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Add more communication capabilities to Correspondence modules

Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...
Dario Tomic almost 2 years ago in Correspondence / Submittals 1 Future consideration

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

Manually Type Cost Codes

It would be nice to be able to type the cost code number so you can continue tabbing across and not have to use the drop box and scroll through a small box
Guest 12 months ago in Job Cost Codes 6 Already exists

Add an area to QC & Safety to handle warranty information

Customers are requesting an area like test/inspections for warranty. Start dates - end dates and store warranty documentation.
Sue Parker 6 months ago in Quality Control / Work Orders 2 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents over 1 year ago in Photos / UI User Interface Navigation 1 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles over 1 year ago in Checklists / Contacts 3 Future consideration

Add a total line to the item entry window in the estimating module.

I would like to see the total of the item I am entering on the same screen as I am entering the numbers in. Simple one line add for total item costs.
Ben Walters 12 months ago in Estimating Items / Work Items 1 Future consideration