UI User Interface Enhancements

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Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.

Guest 2 days ago in UI User Interface Enhancements 0 Needs review

22 VOTE

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.

Guest 6 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

15 VOTE

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid

Guest 4 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

17 VOTE

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 5 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

17 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 6 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 5 months ago in Submittals / UI User Interface Enhancements 1 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 3 months ago in Prime Contracts / Subcontracts / UI User Interface Enhancements 2 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 5 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

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 6 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

5 VOTE

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...

Will Benhardt 3 months ago in Contact Management / UI User Interface Enhancements 0 Future consideration

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