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give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest about 1 year ago in Feature Settings / Linked Files (Projects) 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater about 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith about 1 year ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker 5 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 12 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
Tim Smith 9 months ago in Feature Settings / Lead Stages 2 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 10 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Scope Templates - Add "Scope of Work" field

Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.
Norman Wendl 10 months ago in Templates & Reports 0 Future consideration

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / User Security Roles 0 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 4 months ago in UI User Interface Enhancements / User Properties 0 Future consideration