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    Autofill In Contact Management

    The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
    Guest 9 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

    labor time cards with no billable information

    Could you please bring back the “Labor Timecards Grouped by Prime Contract, Job Cost Code, and Employee” report — the version that does not include employees’ billable information? I used this report frequently, and it was very helpful for trackin...
    Guest 9 months ago in Labor Timecards / Log Style Reports 0 Already exists

    Submittal item status date update automatically

    If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.
    Guest 9 months ago in Submittals 1 Planned

    Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

    We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
    Dario Tomic over 1 year ago in CO / CPR / Detail Report Templates 0 Future consideration

    Add To Dos to Active Projects Calendar

    It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
    Kenani Brandon about 2 years ago in Alerts and Calendars / Project To Do 0 Future consideration

    Procurement Push Notifications for other users

    We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
    Guest 9 months ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Teamlink User Roles 1 Future consideration

    Vendor hub to be more like a supplier directory not just hold info on Vendors who have transactions against

    Would like to see the vendor hub set up more around the vendor directory to show all live vendors, transactions, activity, performance etc. Having a dashboard like in Intacct where you can select vendor and see its activity, analytics
    Vici Plunkett 9 months ago in Contact Management / UI User Interface Enhancements / Vendor Hub 1 Future consideration

    More detail/columns to view on contacts

    Woudl be good to see more detail around contacts - type of contact ie Supplier/Vendor or Client also for supplier/Vendors the location they work and the type of works
    Vici Plunkett 9 months ago in Contact Management 0 Future consideration

    Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

    Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
    Emily Sutton about 2 years ago in Emailing and Email Templates / Purchase Orders 0 Future consideration

    Map view of all leads.

    It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
    Colton Cooper over 1 year ago in Lead Directory / Maps Geo Location 0 Future consideration