Contact Management

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Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer

Matthew Carlisle 28 days ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Add a field to subcontractor contracts to choose if contract is signed or pending

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...

Guest 4 months ago in Compliance / Subcontracts 1 Future consideration

5 VOTE

Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.

Matthew Carlisle 2 months ago in Contact Management 1 Already exists

11 VOTE

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.

Guest 5 months ago in Companies / Compliance 3 Planned

6 VOTE

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together

Vici Plunkett 3 months ago in Contact Management 1 Future consideration

4 VOTE

Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...

Guest 2 months ago in Alerts and Calendars / Companies / Compliance 0 Future consideration

3 VOTE

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...

Victoria McCullough about 2 months ago in Accounting Link for Sage Intacct / Contacts / Projects 0 Future consideration

1 VOTE

Make 'Bid Contact' great again (A filter, not just a data tag)

In Contact Management, we have the option for each contact to select whether or not that person is a 'Bid Contact'. In my mind, this is the 'Person who we contact regarding their bid,' or 'the person we send ITBs to'. However, I don't see any way ...

Will Benhardt 18 days ago in Contacts / ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

11 VOTE

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.

Amanda Amason 7 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

6 VOTE

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...

Will Benhardt 4 months ago in Contact Management / UI User Interface Enhancements 0 Future consideration

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