Companies

Showing 31

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.

Guest 5 months ago in Companies / Compliance 3 Planned

4 VOTE

Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...

Guest 2 months ago in Alerts and Calendars / Companies / Compliance 0 Future consideration

10 VOTE

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.

Amanda Amason 7 months ago in Companies 1 Already exists

26 VOTE

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...

Trina Lapena over 1 year ago in Companies 0 Future consideration

8 VOTE

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?

Amanda Amason 7 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

5 VOTE

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.

Bruce Dutnall 5 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

16 VOTE

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...

Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

14 VOTE

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...

Dawn Parents over 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

8 VOTE

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm

Ariel Johannes 11 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

9 VOTE

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details

Norman Wendl about 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

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