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Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest 3 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Drawings uploads- naming pages

It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
John Stone 7 months ago in Drawings, Specifications & ITBs 4 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents 8 months ago in Prime Contracts 2 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 3 months ago in Feature Settings / Purchase Orders 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest about 1 month ago in Companies / Compliance 1 Future consideration

Rejected workflow non administrator abandon

When a workflow is completed due to all aprovers rejecting it locks the transaction and then the only user type that can Abandon it is an Administrator. If then an Administrator isn't available to unlock then it can delay something that shouldn't ...
Tim Smith 3 months ago in Workflow 0 Future consideration

Time Card Questions before clocking out

Our other timeclock app allows us to add customized questions before the employee can clock out. "Were you injured today" "Did you witness anyone else get injured today" "Did you arrive at work sober from alcohol and drugs". etc. These have proved...
Wayne Martin 4 months ago in HR, Time, and Expenses 0 Future consideration

Pre Create Photo Albums without photos

It would be helpful if you could create photo albums without having photos. Currently you need to have a photo in order to create an album. It would be helpful to create these albums during project set up so the field team post photos to the corre...
anthony henderson 9 months ago in Photos 1 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest 5 months ago in Inbound Email 0 Future consideration

Ability to Edit Date of Daily Log in the App

It would be good to be able to edit the date of a daily log from the app, one of our Supers accidentally chose the wrong date for his daily log, so ended up with 2 daily logs for 5/20, our employees in the field make up 98% of the daily logs, they...
Molly Toledo 4 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple 0 Future consideration