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Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 10 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 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 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

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

No description provided
Guest 11 months ago in Contacts / Project Directory 1 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 11 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 12 months ago in Project Directory / User Properties 0 Future consideration

Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl about 1 year ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest 9 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 5 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration