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Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.
Matthew Carlisle 1 day ago in Contact Management 0 Needs review

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 2 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 1 day ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 2 days ago in Vendor Bills 0 Needs review

Update Project data in bulk

If project manager leaves for example, being able to change project classifications in bulk would be beneficial.
Matthew Carlisle 1 day ago in Projects 0 Needs review

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest 10 days ago in Projects 0 Needs review

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt 8 days ago in Purchase Orders 0 Needs review

Add a Quick Note to a project

within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil 3 days ago in Projects 0 Needs review

Delete or Modify Default Teamlink Security Roles

Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Guest 3 days ago in Teamlink User Roles 0 Needs review

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 17 days ago in Reporting / Analytics 0 Needs review