Contact Management

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Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...

Patrick Sheppard 3 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

8 VOTE

Sage Intacct - Compliance Integration

No description provided

Jack Speshock 11 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

1 VOTE

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.

Guest about 1 month ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

1 VOTE

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.

Guest about 1 month ago in Companies / Contacts / Sage CM Mobile 0 Future consideration

10 VOTE

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 about 1 year ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

4 VOTE

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...

Genevieve E 6 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

7 VOTE

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 11 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

9 VOTE

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 about 1 year ago in Contacts / Inbound Email / User Properties 8 Future consideration

3 VOTE

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management

Gaylene Underwood 5 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

8 VOTE

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 about 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

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