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Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...
Guest 2 months ago in Alerts and Calendars / Companies / Compliance 0 Future consideration

Add a Safety topics/ Agenda for the day

It would be nice to track safety meeting items on the daily log (safety incidents & violations)
Patrick Sheppard about 2 months ago in Daily Log (Daily Report) / Safety Meetings 1 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic over 1 year ago in Projects 3 Future consideration

Purchase Order (PO) and Subcontract Close - Automated Change Order Process

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
Adam Clark 7 months ago in Purchase Orders / Subcontracts 0 Future consideration

TeamLink Print Sub Invoice Option for Subs

Some of our subs have been using ProCore where there is an option to export a pdf copy of their invoice, this feature would be nice.
Rachel Betts 18 days ago in Subcontract Invoices / TeamLink Portal 5 Already exists

Pull contact, PM, address information into intacct

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
Victoria McCullough about 2 months ago in Accounting Link for Sage Intacct / Contacts / Projects 0 Future consideration

Link SCM Cost Codes to Intacct Cost Codes

Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...
Guest over 1 year ago in Accounting Link for Sage Intacct 3 Already exists

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 6 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil about 1 year ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 7 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration