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Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 11 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

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 11 months ago in Project Directory 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock about 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 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 7 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 7 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 8 months 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 10 months 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 11 months 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 11 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration