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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 8 months ago in Correspondence / Leads (Active or Intactive) 0 Future consideration

QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl about 1 year ago in Equipment Items 0 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest about 1 year ago in Contracts and Procurement Workflow 0 Future consideration

Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl about 1 year ago in Equipment Items 0 Future consideration

project photos

the project photos preview is not appearing when it is .JPEG but photo preview appears when it is .JPG could you please resolve this issue
Guest 4 months ago in Photos 1 Unlikely to Implement

Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.
Micah Will 8 months ago in Documentation / Linked Files (Projects) / Photos 0 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan over 1 year ago in RFI 0 Future consideration

Clock in/out see all unconverted in HR

Currently in the HR module you can only see clock in/out records for the current and previous weeks so if for any reason you missed converting anything prior to that you have to know which projects to go to to find anything missed. Could an "All" ...
Tim Smith over 1 year ago in HR, Time, and Expenses 0 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman about 1 year ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 3 Future consideration