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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 2 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

7 VOTE

Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.

Guest 5 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

4 VOTE

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...

Genevieve E 3 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

17 VOTE

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options

Meredeth Dotson about 1 year ago in Submittals 3 Future consideration

11 VOTE

Subcontract Invoice import option

If we can import bills (for PO and non-PO bills) then we should be able to do the same for Subcontract Invoices against the Subcontract.

Patrick Sheppard 8 months ago in Subcontract Invoices / Subcontracts 2 Future consideration

2 VOTE

When Adding Bills Should be Able to Link Files Right Away

When creating bills for invoices in order to add the document you have to save and link. You should be able to link or add the PDF document on the first page of adding the Bill... If I am entering more then one invoice for a Job i want to be able ...

Guest about 2 months ago in Linked Files (Projects) / Subcontract Invoices / Vendor Bills 0 Future consideration

4 VOTE

Deleting photos from album

Currently, we are unable to delete a photo from an album without deleting it from the project. Please consider separating the delete photo from album from the delete photo from album and project.

Micah Will 3 months ago in Photos 0 Future consideration

8 VOTE

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm

Ariel Johannes 6 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

16 VOTE

Sync Photos from Daily Log to the Photos Tool

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.

Meredeth Dotson about 1 year ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration

18 VOTE

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...

Tim Smith about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

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