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Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.

Guest 12 months ago in TeamLink Portal 0 Future consideration

4 VOTE

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...

Jack Speshock 12 months ago in Projects 2 Future consideration

3 VOTE

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.

Sean Coffman 9 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

4 VOTE

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...

Guest 12 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

6 VOTE

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).

Emily Sutton over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

4 VOTE

Add Excel Export button for Clock In Clock Out data prior to converting

Please add an Excel Export button to the Clock In Clock Out data prior to converting to pending.

Annie Kendrick 12 months ago in Clock-In / Clock-Out 0 Future consideration

4 VOTE

RETAINAGE TO BE PROPERLY IDENTIFIED ON CHECKStubs

It is industry standard to withhold retainage on subcontracts, the check stubs should reflect this amount being withheld - identifying it clearly as retainage.

Guest 12 months ago in Retention Retainage Holdback / Subcontract Invoices 1 Future consideration

5 VOTE

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...

Beverly McKay about 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

2 VOTE

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...

Guest 6 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration

2 VOTE

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...

Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

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