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    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

    Ability to utilize the value entered in the "quantity" field in Work Assembly formulas

    When adding a work assembly to an estimate, there is a "quantity" field (see attached photo). Having the ability to extract the value entered in this field for use in Work Assembly formulas would be immensely useful.
    Carl Lyles over 1 year ago in Estimating Items / Work Assemblies / Work Items 3 Future consideration

    CC component of ITB function sending you the email with the full CC list.

    When bidding for ICAP projects we need proof that the email was actually sent to potentially hundreds of vendors (W/MBE). Having the one email sent to you showing ALL the vendors would be the best proof, and allow us to not have issues when being ...
    Guest over 2 years ago in ITB (Invitation to Bid) / Journals 2 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

    Have schedule Resource be filter =able by just Company & Project in Multi ProjectGantt Chart

    Can we make an addition to this feature to allow for sorting by just company and project on the multi view, I have client who want to see all contact resources attached from a company in relation to multiple projects, rather then broken down by co...
    Guest over 1 year ago in Schedules (Gantt Chart) 0 Future consideration

    Allow RFP Bidders to be added without Contacts

    Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
    Guest over 1 year ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

    Estimate Global Markup - New Options

    New Global Markup Distribute/Hide Option (New): Distribute Global Markup Across All Cost Codes (Hidden) Show Global Markup at bottom of Proposal Show Global Markup in particular Cost Code Section (This would require the user to select a cost code.)
    Norman Wendl over 1 year ago in Markups | Adds | Cuts 0 Future consideration

    Project Titles Need to be more than 20 characters

    When creating a project in SCM, have the ability to have project titles that are longer than 20 characters. Sage Intacct allows up to 40 characters
    Shon Stefan over 1 year ago in Projects (Active and Inactive) 1 Already exists