Remove Old Projects From Team for closeout/handover
We need to be able to remove a project off of TEAM and store it on an external hard drive as we need to keep our projects on file for up to 7 years.
Need Customizable Security Groups or Add More
Currently if we have Field Engineers entering Submittals and RFIs, they have to be given Project Editor access. This then allows them to make modifications in the Documents module. We have legal documents that we only want to give to the PMs and...
Automatic Notification Options
I'd like to have additional options for automatic notifications. Right now the only options are "Once", "Daily", or "Never". Once is not enough and daily is too much. Once a week or every few days would be preferred options.
Customize Project Role Permissions
Have ability to setup custom role types for what we need the role to do based on project needs.
Is there a way we can opt for the screen NOT to time out?? Very annoying when you get sidetracked on another task and your screen has timed out. Especially in the middle of an RFI where you have already entered text but it does not save.
Add delete and edit capabilities to User Management
Admins need the ability not only to delete users, but also to edit more than just Access (i.e. change their User Type, Company, etc.). Sort of difficult for it to be User Management when Admins can't actually do anything to manage users.
Copy contacts from one Team Project to Another
Sometimes we have multiple projects from the same owner, and we are using the same architect, same subcontractors and same internal project management people. It would be handy if we could push a button and invite everyone who is on Project A to ...
Edit Contact Information in Contact List
The "Edit Contact" window does not allow me to edit any of the information - contact name, phone number, email, etc.
Dashboard should display job numbers as well as Job Names
A lot of recognition of our jobs is done by job numbers instead of the actual name. It would be handy to display the number as well (or at least be able to have that option).
Allow delete or deactivation of user to help maintain Global address book
Once a user is invited to TEAM we cannot delete or otherwise deactivate them. In the case where we have made a mistake or a person leaves a company or a sub goes out of business we need a way to delete or deactivate the user and have the change fl...
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