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Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle 5 months ago in Prime Contracts / Unit Price with Billed Quantity 1 Future consideration

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock about 1 year ago in Drawings / Notifications 2 Planned

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
Amanda Amason 7 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason 7 months ago in Contact Management / Custom definable Fields 0 Future consideration

Issue a credit against a Subcontract/ PO line item

Issue: Client is being issued a credit from a subcontractor after line has been billed 100% Intacct will not allow you to input a negative value against a positive line item (for the credit) Since SCM combines all cost codes during the sync, we ca...
Patrick Sheppard 8 months ago in Accounting Link for Sage Intacct 2 Planned

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 11 months ago in Contacts 0 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic over 1 year ago in Projects 1 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 9 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

RFI Responses in Team Link

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...
Genevieve E 9 months ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 Future consideration

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest 27 days ago in UI User Interface Enhancements 1 Future consideration