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Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker about 1 month ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena 7 months ago in Companies 0 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 8 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl about 1 month ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest about 1 month ago in Companies / Compliance 1 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic 9 months ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 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 about 1 month ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl 6 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 2 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock 6 months ago in Companies 0 Future consideration