Contact Management

Showing 46 of 656

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago.

Amanda Amason 1 day ago in Companies 1 Needs review

5 VOTE

Union Labor

It would be helpful to be able to further classify contacts as union / non-union

Amanda Amason 8 days ago in Contact Management / Custom definable Fields 0 Future consideration

4 VOTE

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?

Amanda Amason 7 days ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

2 VOTE

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management

Gaylene Underwood 12 days ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

8 VOTE

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...

Genevieve E 2 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

7 VOTE

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...

Kristina Szczerbinski 2 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

4 VOTE

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...

Genevieve E about 1 month ago in Contacts / Teamlink Portal (General) 0 Future consideration

12 VOTE

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...

Guest 4 months ago in Contacts 0 Future consideration

29 VOTE

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...

Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

8 VOTE

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm

Ariel Johannes 4 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

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