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TeamLink Portal

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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 10 months ago in TeamLink Portal 5 Future consideration

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 8 months ago in TeamLink Portal 0 Future consideration

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills
Blesson Mannil 3 months ago in TeamLink Portal 0 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 6 months 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 12 months ago in TeamLink Portal 1 Already exists

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 10 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 4 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 0 Future consideration

RFI's Need to Be Able to Be Viewed by All Vendor

Currently, only an originator or respondent can view any given RFI. In the construction world, all vendors on a job need to be able to see all RFI's regardless if they are the originator or respondent. For example, an RFI by an electrical contract...
Guest 8 months ago in TeamLink Portal 3 Already exists

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm 9 months ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 5 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration