D-Tools Cloud Ideas Portal

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Pinned ideas

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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...
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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...
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All ideas

    Ability to Turn a Project (Including Changes) into New Opportunity

    It would be great to be able to copy the final BoM of a project including changes made via change orders to a new opportunity
    Guest 6 months ago in Opportunities & Quotes 0 Under consideration

    Column view for Tasks

    Dave Kirn about 1 year ago in Project Management 0 Under consideration

    Higher Resolution PNG exports.

    High-Resolution WYSIWYG PNG Export System Feature Idea Improve PNG export quality so exported plan views match the on-screen experience with high-resolution rendering, accurate text and icon fidelity, and professional-grade output suitable for ins...
    Guest 6 months ago in Engineering Documentation 1 Under consideration

    GL Code Field for each Product

    Ability to add GL Codes to Product Imports and or create item
    Guest 6 months ago in Catalog & Suppliers 0 Under consideration

    Easy Alternatives/Accessories

    Drag and drop one item on the other to sub set it as an alternative or accessory.
    Guest 7 months ago in Opportunities & Quotes 0 Under consideration

    Client Drop-Down Not Listing All Clients

    See video for details. When creating a new opportunity, not all clients are displayed in the dropdown list. Don't know if this is a bug or by design.
    Guest about 1 year ago in CRM 1 Will not implement

    Supplier pricing from Graybar

    Electrical material pricing
    Guest 7 months ago in Catalog & Suppliers 1 Under consideration

    Allow Items to Be Client Selectable even if Entire System is Client Selectable

    Allow items to be configured so that items are still client selectable when put under a client selected system/location. Right now, they are auto selected by selecting the system/location. IE: Audio is system is client selectable, still allow indi...
    Guest 7 months ago in Opportunities & Quotes 0 Under consideration

    Hyperlink Change Orders to Payment Terms in Invoice

    We are able to view the payment terms for an invoice, but sometimes, change orders happen with verbal approval without showing the change. It would be great to have each change order hyperlinked for reference so when an invoice is billed to the cl...
    Guest 7 months ago in Accounting/Finance/Payments 2 Under consideration

    More Than One Adjustment Line on Proposal

    Ability to have more than 1 adjustment line item on the proposal
    Guest about 1 year ago in Opportunities & Quotes 0 Already exists