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Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest 6 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Add bookmarks that break out change order additions and deductions for prime invoices

Need bookmarks that would be able to populate these fields on a g702 like document.
Jack Speshock 6 months ago in Reporting / Analytics 0 Future consideration

ASI's and CB's

Can a section be added for either an ASI (Architect's Supplemental Instruction) or a CB (Construction Bulletin)? We get these often and need a place to upload them for all project vendors/owners/architects to see at all times.
Guest 6 months ago in Documentation 4 Future consideration

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci 6 months ago in Prime Contracts / Subcontracts 3 Future consideration

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood 6 months ago in Prime Invoices / Work Orders 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 6 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 6 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest 6 months ago in Project Directory 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 6 months ago in Contacts 0 Future consideration

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker 6 months ago in Punchlist / Teamlink Portal (General) 0 Future consideration