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Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo about 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Allow Financial Administrator role to unlock transactions

Currently only users with "Administrator" role can unlock locked transactions. Would be nice if the Financial Administrator role could also do this. For example if there is an error when a transaction is exported they are not able to unlock the tr...
Jack Speshock about 2 months ago in Company Settings / User Security Roles 0 Future consideration

Add Project to Labor Timecard Summary

On the mobile app the labor timecard summary view should have an option to see the project & prime contract name and number
Jack Speshock 2 months ago in Mobile - Android / Mobile - Apple / UI User Interface Enhancements 1 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 9 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Auto generate a "Lead Number"

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.
Guest over 1 year ago in Leads (Active or Intactive) 0 Future consideration

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 11 months ago in eSign (including DocuSign) 0 Future consideration

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks 6 months ago in Compliance / UI User Interface Enhancements 1 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 8 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler about 1 year ago in Procurement / Retention Retainage Holdback 1 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 26 days ago in Subcontract Invoices / TeamLink Portal 6 Future consideration