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Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest about 1 year ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Customizable/templated questions for reports/daily logs/inspections/etc

We have talked about this but I couldn't find if the idea existed here. I have had clients ask for the capability of having customized questions that people in the field have to answer as a part of their work - whether that is some sort of mainten...
Sean Coffman about 1 year ago in Custom Definable Entry Screens / Custom definable Fields / Documentation 1 Future consideration

Option to save photos to camera roll when taking photos from mobile app

Ability to save the photos you take to the camera roll or photos on the device. This would allow for uploading photos to different feature of the mobile app without having to download and then re upload.
Jack Speshock over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest about 2 years ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...
Sean Coffman about 1 year ago in Detail Report Templates 1 Already exists

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 2 years ago in TeamLink Portal 5 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents over 1 year ago in Photos / UI User Interface Navigation 1 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles over 1 year ago in Checklists / Contacts 3 Future consideration

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon over 1 year ago in Photos / Punchlist 1 Future consideration

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 over 1 year ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration