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Contact Management

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Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Guest about 1 month ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 3 months ago in Companies / Compliance 1 Future consideration

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
Jack Speshock 7 months ago in Contacts / UI User Interface Enhancements 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 7 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Project team view in team links needs to show e-mail address

No description provided
Guest 4 months ago in Contacts / Project Directory 1 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock 8 months ago in Companies 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 3 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest 3 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl 7 months ago in Companies / Compliance / Custom Definable Forms or Entry Screens / ITB (Invitation to Bid) 4 Future consideration

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 8 months ago in Companies / Compliance 1 Already exists