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PO reference field on quick add bills

See the screenshot below, for data entry it would be great to be able to add the PO reference in the quick add bill feature so when you are adding multiple bills at one time you can just reference the PO on the page similar to WO or CO. instead of...
Guest about 2 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 2 Already exists

Recently Viewed or Recently Opened

I would like to see a tab or button that would allow me to return to a recently worked on page. Every similar system I have ever used has some sort of working history that allows you to jump right back into a page you were recently working on. I o...
Case Downs about 2 months ago in UI User Interface Enhancements / UI User Interface Navigation 1 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest 3 months ago in Lead Directory / UI User Interface Enhancements 1 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 7 months ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles 8 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

Import project records

Ability to import project records into SCM to bring in historical projects.
Jo Steiner 9 months ago in Accounting Link for Sage Intacct / New Product Integration / Projects 3 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Populate PO fields in Intacct form SCM import

It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
Brandon Dahn 8 months ago in Accounting Link for Sage Intacct / Purchase Orders 0 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

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest 8 months ago in User Interface 0 Future consideration