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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

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 8 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 8 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 11 months ago in Contacts 0 Future consideration