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TeamLink Portal

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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 11 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 9 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 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 about 1 year 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 11 months ago in TeamLink Portal 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

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 8 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl 9 months ago in Document Viewer / Teamlink User Roles / User Security Roles 0 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 about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 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 12 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 12 months ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists