User Interface

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Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?

Guest 8 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...

Guest 4 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration

1 VOTE

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.

Bruce Dutnall 4 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

4 VOTE

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...

James Arrowsmith over 1 year ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

2 VOTE

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...

Carl Lyles 8 months ago in Checklists / UI User Interface Navigation 0 Future consideration

1 VOTE

Expand/Collapse Side Menu Hold

If I expand the side menu it should stay expanded.

Guest 4 months ago in UI User Interface Enhancements 0 Future consideration

1 VOTE

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.

Victoria Edenfield Hurd 5 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

2 VOTE

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...

Tim Smith 9 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

3 VOTE

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

2 VOTE

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.

Guest 10 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

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