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Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.
Guest 5 months ago in Checklists / Templates & Reports 5 Already exists

Ability to rename a photo album

It would be helpful to easily rename, delete albums, and protect entire albums. At a minimum can we rename an album instead of having to create an entirely new album?
Kenani Brandon over 1 year ago in Documentation 1 Already exists

RFI's Need to Be Able to Be Viewed by All Vendor

Currently, only an originator or respondent can view any given RFI. In the construction world, all vendors on a job need to be able to see all RFI's regardless if they are the originator or respondent. For example, an RFI by an electrical contract...
Guest about 1 year ago in TeamLink Portal 3 Already exists

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm about 1 year ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

RFP BCC Option

Ability to blind copy person on RFP
Guest about 1 year ago in RFP for Estimating / RFP for Procurement 1 Already exists

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.
Guest 7 months ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

Add permanent notes in inclusion section for sub-contract

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

Have Cost Plus Prime Invoice Populate Sub Invoice at the Less Retainage Amount

Can we add an option for Cost Plus Prime Invoices to populate Sub Invoices at Net Totals (less retainage being held on them)? I have Clients who do not hold Retainage on Prime Invoices for the Clients, but they are holding retainage on Sub Invoice...
Guest 7 months ago in Prime Invoices 2 Already exists

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena about 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay about 1 year ago in Contact Management 1 Already exists