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UI User Interface Enhancements

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

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.
Bruce Dutnall 5 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

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 10 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

Expand/Collapse Side Menu Hold

If I expand the side menu it should stay expanded.
Guest 5 months ago in UI User Interface Enhancements 0 Future consideration

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 over 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

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

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
Guest 11 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest 11 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

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