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Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.

Guest 6 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

2 VOTE

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.

Greg Brune 4 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 1 Future consideration

9 VOTE

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 over 1 year ago in User Properties / User Security Roles 1 Future consideration

7 VOTE

Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)

Guest about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

11 VOTE

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 almost 2 years ago in Other 1 Already exists

8 VOTE

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...

Kenani Brandon over 1 year ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

4 VOTE

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...

Michelle Moffatt 8 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

9 VOTE

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance

Ian Broadfoot over 1 year ago in Equipment Items / UI User Interface Enhancements 1 Future consideration

3 VOTE

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.

Guest 6 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

4 VOTE

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...

Genevieve E 8 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

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