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Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
Guest 9 months ago in Submittals / UI User Interface Navigation 1 Already exists

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

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

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

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

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 10 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 10 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 10 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