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D-Tools Cloud Ideas Portal

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PINNED SSO Options and/or Passkey
Implementing SSO with Google or Microsoft would incredibly helpful. The duration our browsers keep us signed-in is decent, but the process for getting back in can be cumbersome. Especially the mobile app. SSO should cut this time in half, but also...
PINNED Projects column visible at Purchase Orders
When looking at the summary of purchase orders it would be incredibly helpful to see which projects they are tied to. There seems to be enough space to add another column, this should be a simple add-on but would save a lot of time not having to c...

All ideas

3 Not supported for the current status

Project Inventory History Details

Being able to see who changed a project item's status from Planned > Staged > Picked > Installed, and when it happened, would help users add accountability and find mistakes or weaknesses in their process. It would also save time in inves...
Guest 6 months ago in Inventory 1 Planned

Automated Tasks creation based off Products

If you could create a add on feature or built in. people would pay more for this. In the catalog and extra tab on the product that says “Tasks” would help to create tasks on a product. such as. Unifi Wifi 7 Access point Tasks- Pre configuration- C...

Include Customer and Contact Details on Opportunity CSV Export

Enhance opportunity CSV export to include comprehensive customer contact details for improved business insights and follow-up.
Guest 4 months ago in Opportunities & Quotes 0

App should have contact list

All Contacts and Accounts should be accessible from the apps
Guest 4 months ago in Mobile App 0

Need a field for custom quote numbers for items like shades that populates on the PO

Some items like shades, light fixtures, screens, etc don't have actual SKUs from suppliers. They are custom quoted each time. Adding a field that can be ediitted in the project allows that information to be passed on to the purchasing manager
John Cook 6 months ago in Procurement 0

Allowances - Add From Catalog

When creating an Allowance, we have to take the time to add all of the pictures, descriptions, etc, and add the word allowance. Why is the ability not there to have an add from catalog option? Please add this functionality to Allowances as it will...
John Mark Kucera 2 months ago in Catalog & Suppliers / Opportunities & Quotes 0

Statements

I need an easy - statement that i can send to my accounts. COME On Dtools - you make nothing easy
Guest 6 months ago in Accounting/Finance/Payments 0 Researching

FR -Email recurring services email

Client want auto apply for the annual service plans for clients and I would like it to autogenerate an email to the client and our office service email address as a reminder. https://app.intercom.com/a/inbox/xh224f41/inbox/conversation/21547315423...
Arzoo Singh 6 months ago in Other/General / Service 0

the ability to scroll left and right in safari.

I use Safari. I don't have a touch pad, I use a mouse. there is no bar at the bottom to move the screen from left to right, although there is more on the left and right not within the viewable page.
Guest 6 months ago in General UI/UX 2 Researching

Time Keeping for Payroll

Separate function to track employee's time for payroll purposes (separate from job costing purposes). Employee time clock function
Dave Kirn about 1 year ago in Project Management 0