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Contact Management

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Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks 3 months ago in Compliance / UI User Interface Enhancements 1 Future consideration

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
Amanda Amason 5 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason 5 months ago in Contact Management / Custom definable Fields 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest 20 days ago in Companies 0 Needs review

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena over 1 year ago in Companies 0 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 5 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 7 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 9 months ago in Contacts 0 Future consideration

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 23 days ago in Contacts 0 Needs review