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Project Directory

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Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest 11 months ago in Project Directory 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 6 months ago in Checklists / Project Directory 0 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 3 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

Project team view in team links needs to show e-mail address

No description provided
Guest 9 months ago in Contacts / Project Directory 1 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 9 months ago in Project Directory / User Properties 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 12 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

Timesheet Employee Drop Down Filter by Project

We have several clients with thousands of field employees that need timesheet entry and they would really like to be able to set the Employee drop down to only pull the names of people from their company that are in the project Directory. They jus...
Guest 8 months ago in Labor Timecards / Project Directory 0 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 12 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 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