Employees (Active or Inactive)

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User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...

Guest 26 days ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration

2 VOTE

Employee - Set default works comp code

Set a default workers comp code for the employee, when this employee is referenced on a labor timecard it should default to this code

Jack Speshock 3 months ago in Employees (Active or Inactive) / Job Cost Codes / Labor Timecards 1 Future consideration

3 VOTE

Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.

Guest 4 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

1 VOTE

Employee - Set default Labor code

Set a default labor code for the employee, when this employee is referenced on a labor timecard it should default to this code

Jack Speshock 3 months ago in Employees (Active or Inactive) / Labor / Craft Codes / Labor Timecards 3 Future consideration

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