Projects

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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 about 1 month ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

6 VOTE

Enhanced Security Settings

Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.

Guest 2 months ago in Project Directory / User Security Roles 0 Future consideration

1 VOTE

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.

Guest 12 days ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

20 VOTE

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.

Jo Steiner 8 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

40 VOTE

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...

Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

8 VOTE

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...

Kristina Szczerbinski 4 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration

33 VOTE

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...

Dario Tomic over 1 year ago in Projects 2 Future consideration

16 VOTE

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...

Molly Toledo 8 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

7 VOTE

Information Shown on PDF of Project Directory

Can email addresses be added to the pdf/"report" of the project directory?

Genevieve E 4 months ago in Log Style Reports / Project Directory 0 Future consideration

13 VOTE

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...

Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

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