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Sage Construction Management Ideas Portal
Status Future consideration
Categories Leads Project To Do
Created by Carl Lyles
Created on Dec 9, 2024

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. Just a way to note the other parties that may be involved.

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    David Holler
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    Dec 13, 2024

    Carl:

    I am not sure that is how the team intended for the General To Do to be used. Have you checked out the Project To-Do's. They have all of these features and are now available to External Collaborators through the Teamlink Portal. Also, Internal Users and Employees can access these through the Mobil app.

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