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Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...

Guest about 1 month ago in Accounting Links / User Security Roles 3 Already exists

7 VOTE

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...

Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

6 VOTE

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs

Guest 5 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

6 VOTE

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...

Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

4 VOTE

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.

Ariel Johannes 4 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

9 VOTE

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...

Guest 9 months ago in Contacts / Inbound Email / User Properties 8 Future consideration

12 VOTE

Granting Time Approval Access by Utilizing Project Manager Assigned to the Project

In lieu of granting time approval access to a company contact through the User in the Company Settings, it would be useful if the Project Manager listed on the Project was automatically granted time approval access to any Company Contacts added to...

Adam Clark about 1 year ago in Clock-In / Clock-Out / Labor Timecards / Projects (Active and Inactive) / User Properties 0 Future consideration

8 VOTE

Read only option in role security

Have a read only option for all features in security role setup. There are some areas where customers would like to restrict the ablility of users to add/edit information IE contacts

Jack Speshock 10 months ago in User Properties / User Security Roles 1 Future consideration

1 VOTE

Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.

Guest about 1 month ago in Checklists / Templates & Reports 5 Already exists

5 VOTE

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.

Sue Parker 7 months ago in Feature Settings / Purchase Orders 0 Future consideration

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