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Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest over 1 year ago in Project Directory 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 11 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 Future consideration

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith 12 months ago in Linked Files (Projects) / Photos 0 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 about 1 year ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock about 1 year ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest over 1 year ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock over 1 year ago in Projects 2 Already exists