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Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 9 months ago in User Properties / User Security Roles 1 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 9 months ago in User Properties / User Security Roles 8 Future consideration

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn about 2 months ago in Anticipated Costs / Feature Settings 2 Future consideration

Enhanced Security Settings

Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.
Guest 2 months ago in Project Directory / User Security Roles 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 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 11 months ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 25 days ago in Feature Settings / Purchase Orders 0 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 6 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration