Contact Management

Showing 4

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.

Guest 6 months ago in Companies / Compliance 3 Planned

4 VOTE

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.

Bruce Dutnall 5 months ago in Contacts / UI User Interface Enhancements 1 Planned

9 VOTE

Sage Intacct - Compliance Integration

No description provided

Jack Speshock about 1 year ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

1 VOTE

Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...

Guest 4 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

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