UI User Interface Enhancements

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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 about 2 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

2 VOTE

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...

Victoria Edenfield Hurd 11 days ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

1 VOTE

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.

Victoria Edenfield Hurd 11 days ago in Correspondence / UI User Interface Enhancements 0 Future consideration

7 VOTE

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...

Guest 3 months ago in Accounting Links / Settings / UI User Interface Enhancements 0 Future consideration

6 VOTE

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...

Guest 3 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

6 VOTE

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...

Guest 3 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

17 VOTE

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

3 VOTE

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...

Logan Strouse 2 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

7 VOTE

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...

Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

11 VOTE

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.

Guest 9 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

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