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D-Tools Cloud Ideas Portal

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Pinned ideas

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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

Ability to revise vendor on purchase order

Sometimes an order is placed with one vendor, but then it needs to be moved to a different one (no stock, better pricing, admin entry error that needs to be adjusted, etc.) This would be helpful to be able to adjust instead of having to cancel and...
Kim Burkett 4 months ago in Procurement 0 Under consideration

Dealers need to see what's ready to schedule across all their projects in one place

The need Integrators running many projects at once need to see, across their whole portfolio, what work is ready and waiting to be scheduled. Today you can list tasks across all projects and see a calendar of what's already booked, but there's no ...
Dave Kirn 4 months ago in Project Management 0 Under consideration

Adjust pricing on POs once PO has been placed

We have certain vendors that offer "pay now" pricing or other discounts that are not necessarily reflected in the individual item pricing that then aren't reflected in a PO. There are also some vendors that charge shipping that also would not be r...
Guest 4 months ago in Procurement 1 Under consideration

Projects - Files - Folders

As a project manager, I want to be able to store my files in different folders (ex. Project, Cost-related) so that it is easy to find/share files within a project.
Bobby Bernarte about 1 year ago in Project Management 0 Planned

Item Color Option (drop down)

Being able to have 1 item in my dtools catalogue and then be able to select a color from a drop down instead of the alternative of have 15 versions of each item that has color options
Guest 8 months ago in Catalog & Suppliers 1 Under consideration

Add transparency to shapes in Visual Quote

Shape Transparency & Opacity Controls in Visual Quote Feature Idea Add adjustable transparency/opacity controls for shapes and overlays in Visual Quote so users can highlight areas, coverage zones, and design intent without obscuring the under...
Guest 9 months ago in Engineering Documentation 0 Planned

Lacking pop-ups that show full text

There are several places where names, descriptions, etc. are too long for the view so holding the mouse cursor over the partial text for 2 sec should pop-up a bubble with the whole text. For example: A quote is renamed from "Quote" to almost anyth...
Guest 9 months ago in General UI/UX 0 Researching

Project Details - All Items - Pending CO Fields

There should be a pending CO column showing what CO and what is being added/removed on the All Items project view. This provides a much more clear view on the project as a whole compared to drilling down into each CO. There should also be the abil...
Guest 4 months ago in Project Management 0 Under consideration

Better catalog export/import system

It would be very useful if the exported file contained more field such as at least 3 types of labor and at least 4 or 5 field of accessories. Our catalog contain almos 10K sku's and when you have the same modification to make to a couple hundred s...
Nicolas Levesque 4 months ago in Catalog & Suppliers 2 Under consideration

Auto refresh the kanban view for Service Calls

Can the view auto-refresh, maybe every few minutes, or on any Call update? Currently I need to manually refresh my browser to see where are card has moved.
Guest 4 months ago in Service 0 Under consideration