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Enable link documents to be sent thru DocuSign

linked documents in Subcontracts or Change orders can be emailed, but linked documents cannot be sent when using DocuSign.
Guest 7 days ago in Accounting Link for Sage 100 Contractor 0 Needs review

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 16 days ago in Vendor Bills 0 Needs review

Import multiple Prime contracts vs running the wizard 100x

Is there any consideration to Import multiple Prime contracts vs running the wizard 100x in the case stated below? 5) Implementation Plan - Job Cost Codes, Prime Contract and Original Budgets "Once the Owner releases certain units for renovation o...
Joseph Smith 24 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 0 Needs review

Update Project data in bulk

If project manager leaves for example, being able to change project classifications in bulk would be beneficial.
Matthew Carlisle 15 days ago in Projects 0 Needs review

Create ability to select Phase for commitments sent to Sage 100/300

I have clients who use the phase function in 100 (and I heard this is similar in 300) to track their costs more narrowly and they indicate that not being able to track costs like this is a potential deal breaker. I could see globally-created categ...
Sean Coffman about 1 month ago in Accounting Link for Sage 100 Contractor 1 Needs review

Add a Quick Note to a project

within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil 16 days ago in Projects 0 Needs review

Delete or Modify Default Teamlink Security Roles

Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Guest 16 days ago in Teamlink User Roles 0 Needs review

Primavera P6 Uploads

Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
Guest 17 days ago in Schedules (Gantt Chart) 0 Needs review

Add a “Delivered Quantity” column in Purchase Orders

At the moment, the Purchase Orders module only tracks the ordered quantity, but doesn’t allow us to track what was actually delivered. We’d like to suggest the addition of a “Delivered Quantity” column to help monitor partial deliveries or discrep...
Mylena Lopes 21 days ago in Purchase Orders 0 Needs review

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes 21 days ago in Purchase Orders 0 Needs review