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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

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

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

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

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

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

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic 9 months ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...
Guest 12 months ago in Photos / Teamlink Portal (General) 1 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 4 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration