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Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...
Carl Lyles 3 months ago in Work Assemblies / Work Items 0 Future consideration

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Blesson Mannil 9 months ago in Accounting Link for QuickBooks Online 1 Future consideration

The "issue add" option should be available in TeamLink for subcontractor, owners, and architects to be able to use.

No description provided
Guest 3 months ago in TeamLink Portal 0 Future consideration

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock 3 months ago in Linked Files (Projects) 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek 6 months ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic 9 months ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Project Durations

Prospect requested that project durations can be linked to individual line items in an estimate so that estimate durations can be changed in bulk.
Sue Parker 3 months ago in Alerts and Calendars / Estimating Items / Work Items 0 Future consideration

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 6 months ago in Companies / Compliance 1 Already exists

Add Columns to Workflow Page

It would be nice to have the ability to sort by invoice due date on the workflow page. Currently, the invoice date and workflow due date are availble but the invoice payment due date is not.
adam rutledge 6 months ago in Alerts and Calendars / Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Create a service work module

Create a module that is more geared toward service work needs, which might include scheduling, dispatching, service work notes and photos, and tracking material used from company vehicles or stock. It would also be helpful if there was a page show...
Emily Sutton 9 months ago in Other 6 Unlikely to Implement