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A general "Documents" folder is needed for the GC to be able to upload general project related documents for all parties involved with the project to see and have access too..

No description provided
Guest 9 months ago in Documentation 0 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 3 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

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 over 1 year ago in Favorites / User Security Roles 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 3 months ago in Correspondence / Leads (Active or Intactive) 0 Future consideration

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest 10 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

Make Sync Errors Logs usable with out support

Sync Error Logs look confusing and not useful. If you look them up in the help section nothing comes up. I have to get some one else involved and wait 24 hours for a response to figure out what is wrong with my transaction. Make them describe how ...
Guest 6 months ago in Accounting Link for Sage Intacct 1 Planned

Add more communication capabilities to Correspondence modules

Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...
Dario Tomic about 1 year ago in Correspondence / Submittals 1 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock about 1 year ago in Companies 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest 10 months ago in Journals / Linked Files (Projects) / RFI / Submittals 0 Future consideration

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 about 1 year ago in TeamLink Portal 5 Future consideration