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CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?
Molly Toledo 8 months ago in CO 2 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker 9 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough 4 months ago in Submittals 1 Future consideration

Schedule Access -Grant edit/add permissions Scheduling for Teamlink Users

Currently when one sets up permissions for TeamLink access to functions within Sage, there is an option to select 'All' for schedule. However, 'All' is not all for anyone outside of administrators. I have a contractor running a site and I wish the...
Dan Skinner 5 months ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

Forum for Shared Reports like Quickbooks

There is a lack of simple standard everyday use reports. Creating custom reports is a near impossible task unless you have hours to build them. Quickbooks has a "contributed reports" section where you can download and build off of other users crea...
Aimee Boehm 8 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Log Style Reports 0 Future consideration

Credit Card integration And/OR Bulk upload of credit card transactions(including file links)

it would be nice to be able to sync to our Divvy & AMEX credit card transactions. If that isn't possible it would be nice to bulk upload Credit Card transactions, and be able to upload the receipts at the same time
Trina Lapena about 1 year ago in Misc. Expenses / Vendor Bills 4 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 4 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Add Option to Create Bill from Subcontract in Procurement

PO option has this feature to create bill from PO. I know subcontracts are a bit more complex, however even if the option was available to create bill from subcontract, it could simply take you to sub invoices and would be a time saver feature to ...
Dawn Parents about 1 year ago in Procurement 0 Future consideration

Non-Administrator Users Should not be able to delete other Users

When establishing non-administrator users, those users can access Settings > Company Settings > Users and delete other Users. This should not be allowed.
Adam Clark about 1 year ago in Other 1 Already exists

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 11 months ago in User Properties / User Security Roles 1 Future consideration