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Teamlink Portal (General)

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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 3 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman 29 days ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 2 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark 9 months ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic 8 months ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...
Guest 10 months ago in Photos / Teamlink Portal (General) 1 Future consideration

Teamlink Portal - Add leads

Currently leads do not show up in the teamlink portal for users using authentication method 2
Jack Speshock about 2 months ago in Teamlink Portal (General) 2 Already exists

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 2 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm 5 months ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

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 7 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker 5 months ago in Punchlist / Teamlink Portal (General) 0 Future consideration