TeamLink Portal

It would be helpful is subcontractors/vendors could adjust or edit existing invoices/bills prior to approval status. For example, if a vendor submits a sub invoice and needs to go back and revise, they should be able to get into the TeamLink Porta...

Allow external team to access team link portal using sage cm mobile

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...

Currently the Lien Waiver Area on Invoices and Bills uploaded by Teamlink users, auto-populates when Bill/invoice gets added. Each invoice and bill needs an area that paid information gets pulled in when paid (via accounting link).

It would be useful for subcontractors using the TeamLink to be able to upload signed contracts back into the Linked Files section of the Subcontracts module. Currently it seems that functionality is limited to users using Docusign. For people usin...

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.