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TeamLink Portal

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TeamLink Application

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Guest 5 months ago in TeamLink Portal 1 Unlikely to Implement

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

Allow Sub Invoices to be modified when in pending stage on TeamLink Portal

Allow sub invoices to be modified on team link portal while still pending. If you accidently save it as zero you can no longer modify and need to get GC to delete it for you so you can add it again. Also, sometimes it's rejected and and needs to b...
Annie Kendrick over 1 year ago in TeamLink Portal 0 Future consideration

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 about 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / 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 about 1 year ago in Document Viewer / Teamlink User Roles / User Security Roles 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 over 1 year ago in TeamLink Portal 3 Already exists

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker over 1 year ago in Punchlist / Teamlink Portal (General) 0 Future consideration

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 over 1 year ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

option for subcontractors to attach proof for subinvoice or bil

need an option for subcontractors to attach proof for subinvoice or bills
Blesson Mannil 10 months ago in TeamLink Portal 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 11 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration