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Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl over 1 year ago in Drawings / Linked Files (Projects) 0 Future consideration

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)
Guest about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...
Guest 6 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

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

Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard 4 months ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 Future consideration

Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo 8 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 9 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker over 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest over 1 year ago in Project Directory 0 Future consideration