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Contact Management

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Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents about 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Change setting Specify Contacts for Project once created

Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Tim Smith 12 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 8 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 8 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest 12 months ago in Contacts / Inbound Email / User Properties 8 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 12 months ago in Contacts / UI User Interface Enhancements 0 Future consideration

Add Customer and Vendor checkboxes to Company Profile form

Use Cases: Group and filter mechanism for company listing and log reports Show customers only when adding Prime Contracts Show vendors only when adding POs and Subcontracts
Norman Wendl 12 months ago in Contacts 5 Future consideration

Project Directory - search should search all pages

When you are adding an existing company to a project and you search for that company the company should come up. EVEN if there is a 25 page Limit. Also, There shouldn't be a limit or if I choose 1000 it should remain that way ..
Guest about 2 months ago in Contact Management 0 Future consideration

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 6 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration