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UI User Interface Enhancements

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Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard 2 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 5 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Add column for linked files and executed/not executed indicator when viewing list of PO's

Add a column for linked files and a column for executed when viewing the list of PO's. This would also require an additional field be added in the PO itself to track executed.
Meredeth Dotson 10 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
Jack Speshock 12 months ago in Contacts / UI User Interface Enhancements 0 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 about 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Add photos under subheadings

Instead of adding photos to the bottom of the page, the photo option should be available under each category (workforce, equipment, visitors, weather notes, etc.). This way, when you print a PDF of the daily log, you can see the photos that go alo...
DeAnna Brockway about 2 months ago in Daily Log (Daily Report) / Photos / UI User Interface Enhancements 2 Future consideration

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance
Ian Broadfoot about 1 year ago in Equipment Items / UI User Interface Enhancements 1 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 about 2 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration