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Contact Management

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Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 5 months ago in Contact Management / ITB (Invitation to Bid) / RFP for Estimating / RFP for Procurement 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 almost 2 years ago in Contacts / User Security Roles 0 Future consideration

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason 7 months ago in Companies 1 Already exists

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

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 5 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 7 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 7 months ago in Contact Management / Custom definable Fields 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 11 months ago in Contacts 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 9 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 5 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration