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Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 5 months ago in Submittals 0 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest about 1 year ago in Contacts / Inbound Email / User Properties 8 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock about 1 year ago in Workflow 0 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 9 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl 10 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 6 months ago in Accounting Link for Sage Intacct 0 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 6 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.
Guest 10 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

Read only option in role security

Have a read only option for all features in security role setup. There are some areas where customers would like to restrict the ablility of users to add/edit information IE contacts
Jack Speshock about 1 year ago in User Properties / User Security Roles 1 Future consideration

no way to edit bills in SCM and have them updated within intact

Scenario: A bill is inputted incorrectly in SCM.Fix: You have to unlink the bill in SCM from Intacct, go into Intacct and delete it, go back to SCM and edit the bill, resend it through Accounting Link from SCM for it to show up in Intacct. and on ...
abby akin 10 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration