A lot of our distributors have strict security policies when clicking on links. It would be great to be able to send the PDF through Dtools as opposed to having to download it and attach it to an email.

it would be nice to have contacts carry over from opportunities to projects so project managers have easy access to contacts

Our service technicians would like to reference previous visits through the calendar. Now, once a service call has been moved from "Scheduled" to another bucket (Ready to Invoice or Completed) the call is removed from the calendar. A the service m...

When replacing product, please auto suggest 'My Products' in same subcategory. Still start with the cursor in the search field as it currently is, but having the list of likely replacements is a good place to start. It's likely that a speaker will...

PLEASE delay the pop-up action by 2 sec. It's normal/expected to delay. The little pop-up bubbles appear immediately when moving the mouse cursor over/across items (products for example). This gets in the way of navigating and clicking things like...

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...

The need Sales tax on a signed proposal is fixed at the rate that applied when the proposal was drafted. On projects that run for weeks or months, tax rates can change before the work is invoiced. When the rate at invoice time is higher than what ...

We are having to watch for Change orders with no notifications to our warehouse other than a human looking for them a few times a day or a human assigning a TO DO to place an order...

Schematic Markup & Annotation Tools Feature Idea Add markup and annotation capabilities directly into schematic views, with a primary focus on text-based notes and engineering comments. Expanded Feature Description Overview Schematics are not ...