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Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark 4 months ago in Purchase Orders / Subcontracts 0 Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 11 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Ability to add note/reason for abandonment

No description provided
Lucille Dunn about 2 months ago in Contracts and Procurement Workflow 1 Future consideration

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 3 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

Sync Description from Prime Contract Original Item to Intacct's Project Contract Line Name

I have a couple clients asking for this as the Cost Code/Owner Code name is not the best field to sync to the Contract Line Name in Intacct. Current workaround is to edit the line names in Intacct after sync which is not sustainable if the work is...
Adrianna Johnson about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 4 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 4 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...
Amery Scott 2 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration