Teamlink Portal (General)

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Access Team Link on Sage CM Mobile

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

Blesson Mannil 4 months ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

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...

Guest 6 months ago in RFI / Submittals / Teamlink Portal (General) / User Properties 0 Future consideration

3 VOTE

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...

Guest about 2 months ago in Submittals / Teamlink Portal (General) 2 Already exists

3 VOTE

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...

Guest about 2 months ago in RFI / Teamlink Portal (General) 2 Already exists

8 VOTE

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

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...

Aimee Boehm 6 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

7 VOTE

Alert-New Insurance Cert Uploaded via Portal

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.

Sue Parker 6 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

5 VOTE

Update the old Corecon Training Video

The training videos for Architects and Owners are out of date, and do not represent the product today. Please update or remove them.

Guest 5 months ago in Teamlink Portal (General) 0 Planned

4 VOTE

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...

Guest 4 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

9 VOTE

Granting Project Access by Adding Company Contact to Project Directory

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.

Adam Clark 11 months ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

2 VOTE

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...

Sean Coffman 3 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 2 Future consideration

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