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All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...
Guest 10 months ago in RFI / Teamlink Portal (General) 3 Already exists

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 10 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Add locations to photos in daily logs

Ability to assign a location to photos that are added to daily logs. This would then have the photos group correctly in the photo feature.
Jack Speshock 10 months ago in Daily Log (Daily Report) / Photos 2 Future consideration

Add zoom function to the app camera

Right now when taking a photo from the sage cm app, you cannot zoom in
Jack Speshock 10 months ago in Mobile - Android / Mobile - Apple / Photos 4 Future consideration

Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest about 1 year ago in Project Directory 0 Future consideration

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 10 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Create Estimates on Ipad

Be able to create estimates on the Ipad or an option to view it
Guest 5 months ago in Estimating Items / Mobile - Android / Mobile - Apple 1 Future consideration

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest over 1 year ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration