User Interface

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Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...

Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

6 VOTE

Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...

Amery Scott about 2 months ago in Prime Contracts / Subcontracts / UI User Interface Enhancements 2 Future consideration

16 VOTE

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing

RJ Delagarza 5 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

10 VOTE

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator

Matthew Carlisle 3 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

31 VOTE

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...

Jo Steiner 11 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

8 VOTE

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...

Patrick Sheppard 3 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

4 VOTE

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.

Bruce Dutnall about 2 months ago in Contacts / UI User Interface Enhancements 1 Planned

10 VOTE

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.

Amanda Amason 4 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

1 VOTE

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 14 days ago in User Interface 0 Needs review

8 VOTE

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...

Chad Shaules 4 months ago in Alerts and Calendars / General To Do / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

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