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UI User Interface Enhancements

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Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 4 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard 4 months ago in Client Contract Admin / Projects / 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 over 1 year ago in Equipment Items / UI User Interface Enhancements 1 Future consideration

filter uncategorized subcontractors when assigning

to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
Guest about 2 months ago in Companies / Company Settings / Contact Management / UI User Interface Enhancements 0 Future consideration

ITB Trade Company Bid Status Drop Down on Main Vendor page

On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...
Marc Macialek 4 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Multiple browsers being open at once

Being able to open different parts of the website especially during the transfer of data process without it logging you out of every tab.
Guest 2 months ago in UI User Interface Enhancements / UI User Interface Navigation 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 about 1 year ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Autofill In Contact Management

The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
Guest 2 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 6 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Vendor hub to be more like a supplier directory not just hold info on Vendors who have transactions against

Would like to see the vendor hub set up more around the vendor directory to show all live vendors, transactions, activity, performance etc. Having a dashboard like in Intacct where you can select vendor and see its activity, analytics
Vici Plunkett 2 months ago in Contact Management / UI User Interface Enhancements / Vendor Hub 1 Future consideration