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Contacts [Vendor and customer] not being imported into SCM using intergration link

When importing vendors and customers from Sage 100 CONT using the interface, no contacts are imported in – customer will have to manually extract all contacts from Accounting software into excel and then import it manually into SCM

Blesson Mannil 8 months ago in Accounting Link for Sage 100 Contractor 1 Future consideration

5 VOTE

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.

Dario Tomic about 1 year ago in Favorites / User Security Roles 0 Future consideration

2 VOTE

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...

Tim Smith 6 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

4 VOTE

Add Team Link Portal Information to Contact Upload Template

Add fields for Team Link Information to the Contact Upload Template so that we do not have to do it manually.

Meredeth Dotson 11 months ago in TeamLink Portal 5 Future consideration

2 VOTE

Make the Lead Stages sequence editable

If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...

Tim Smith 6 months ago in Feature Settings / Lead Stages 2 Future consideration

4 VOTE

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/

Guest 11 months ago in Other 0 Future consideration

3 VOTE

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided

John Masterson 9 months ago in TeamLink Portal 0 Future consideration

4 VOTE

Under Misc Expense have the details of resource carry through into Quickbooks.

When entering the information for Misc expenses - you have a resouce selected but when linked to quickbooks - this infomration does not carry through into Quickbooks like it does for bills and sub invoices.

Guest 11 months ago in Accounting Link for QuickBooks Online 0 Future consideration

2 VOTE

Subcontract Issued to Project Owner for approval before the subcontractor approves.

Our current workflow is to have the owner/owner's rep sign the subcontract report. This authorizes us as the contractor to then contract with the subcontractor for the value they have presented against the budget. Is there a way to have the Issued...

Guest 6 months ago in Contracts and Procurement Workflow / eSign (including DocuSign) / Subcontracts 3 Future consideration

2 VOTE

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details

Norman Wendl 6 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

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