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Contact Management

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 over 1 year ago in Companies / Compliance Planned

Sage Intacct - Compliance Integration

No description provided
Jack Speshock almost 2 years ago in Accounting Link for Sage Intacct / Companies / Compliance Planned

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 about 1 year ago in Contacts / UI User Interface Enhancements Planned

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 about 1 year ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements Planned