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UI User Interface Navigation

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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 about 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle about 2 months ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Ability to pin Sort By in Bill/Sub Invoice List

Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
Rachel Betts about 1 month ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.
Guest about 2 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 10 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

On the Daily Log details add the ability to click next

Currently, to navigate to the next day of the daily log you have to go back to the daily log list to move on the next day or go back. It would be helpful to help a next or back button on the Daily log details without leaving the page.
Lucille Dunn about 1 month ago in Daily Log (Daily Report) / UI User Interface Navigation 0 Future consideration

Simplify the navigation

For instance, why is there not an option on a CPR to convert to a CO, same thing with PO's to Invoices etc. Also, just the overall navigation, from many customers, is that there are so many clicks. Suggestion would be to rearrange the layout. Crea...
Guest about 2 months ago in UI User Interface Navigation / User Interface 0 Future consideration

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon over 1 year ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 7 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration