Sage Construction Management Ideas Portal
ADD A NEW IDEA

Teamlink Portal (General)

Showing 20 of 666

RFI Responses in Team Link

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...
Genevieve E 2 months ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 Future consideration

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil 8 months ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E about 2 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest 9 months ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 9 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest 5 months ago in Submittals / Teamlink Portal (General) 2 Already exists

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...
Guest 5 months ago in RFI / Teamlink Portal (General) 3 Already exists

Update the old Corecon Training Video

The training videos for Architects and Owners are out of date, and do not represent the product today. Please update or remove them.
Guest 8 months ago in Teamlink Portal (General) 0 Planned

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker 10 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest 8 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration