Convert estimate to project (rather than whole lead)
Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Better Insight into the PO Items and Daily Log Qty
They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt
9 days ago
in Purchase Orders
0
Needs review
Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil
3 days ago
in Projects
0
Needs review
Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
0
Needs review
0
Needs review
