Sage Construction Management Ideas Portal
ADD A NEW IDEA

Teamlink Portal (General)

Showing 14

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 9 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration

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 about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest 8 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 2 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 about 1 year ago in Punchlist / Teamlink Portal (General) 0 Future consideration