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Companies

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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 about 2 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 9 months ago in Companies / Compliance 1 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock about 1 year ago in Companies 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl about 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde about 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...
Dario Tomic over 1 year ago in Companies / Compliance 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 9 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 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 9 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration