Contact Management

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Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.

Guest about 1 year ago in Compliance / Detail Report Templates 0 Future consideration

4 VOTE

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 over 1 year ago in Companies 0 Future consideration

3 VOTE

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

No description provided

Guest about 1 year ago in Contacts / Project Directory 1 Future consideration

1 VOTE

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.

Guest 5 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

2 VOTE

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...

Carl Lyles 10 months ago in Contacts / Lead Directory 5 Already exists

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 10 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

3 VOTE

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 over 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

3 VOTE

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...

Guest over 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

1 VOTE

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 6 months ago in Contact Management 0 Future consideration

2 VOTE

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation

Guest over 1 year ago in Companies / Compliance 1 Already exists

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