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My ideas: TeamLink Portal

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Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
Guest 4 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

Procurement Push Notifications for other users

We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Guest 4 months ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Teamlink User Roles 1 Future consideration

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 12 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest over 1 year ago in TeamLink Portal 0 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 about 1 year ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest over 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Add Team Link Portal Information to Contact Upload Template

Add fields for Team Link Information to the Contact Upload Template so that we do not have to do it manually.
Meredeth Dotson over 1 year ago in TeamLink Portal 5 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 about 1 year ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Vendors Self Help - forgot/reset password

It would be helpful if vendors could retrieve and reset thier passwords without contacting us
Aimee Boehm over 1 year ago in TeamLink Portal 1 Already exists

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided
John Masterson over 1 year ago in TeamLink Portal 0 Future consideration