Because if I schedule a service call and I’m not able to do it via dtools right away. To create an invoice I have to create it either next day or chose later timing.

Suppliers and their contacts should be searchable via the Catalogue Menu not buried under the settings.

We would like to suggest a feature for automating shipment tracking updates within Purchase Orders. While we understand there may be technical limitations, manually entering tracking information is a step that can easily be overlooked or become ti...

Dashboard should be capable of displaying all action items for opportunities and service.

Automatic Schematic Generation from Control System Configuration Files Feature Idea Automatically generate schematic drawings and system connection diagrams by importing configuration files from control and automation platforms such as: Control4...

Summarized pick lists were available in SI, we'd like them in Cloud. Currently the installer report does not summarize item totals as succinctly.

Wanting the ability to create groups to assign opportunities (or similar) so you don’t have to select the same people over and over

I would like to print a pdf of the service call to add to our physical files that we use for the job site / service call site

Can you add the customer name to the check in pop up window so that we can see the customer name when checking in. We have multiple customers on the same PO

There are areas with alot of extra white space and removes visability from the details we actually need to interact with. If there was less white space and more items in the list that would be great.