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...
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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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All ideas

    Ability to See Emails Sent from D-Tools Cloud for an Account/Opportunity/Etc...

    I'd love to see a paper trail on emails I send from D-Tools. I have no way to see what was said in emails sent from D-Tools when sending proposals.
    Guest over 1 year ago in CRM 1 Under consideration

    Add Activity History "Project Archived" and "Project Unarchived" to Project Activity / History Logs

    General & Project Management - "Project Archived" Activity History Description: Please add an activity log event whenever a project is moved to the archive or unarchived. Currently, these actions are not tracked in the project's history or act...
    Guest 2 months ago in Project Management 0 Under consideration

    Multiple Jobs under one project

    We would like to be able to have multiple jobs under one Project. For example we have a builder that is wanting one thing done for sure by next week, but next week he is also wanting to get another quote to add onto this project. We want to be abl...
    Guest about 1 month ago in Project Management 0 Under consideration

    Ability to Change Labor to Labour for non-US based countries

    Correct spelling for non US based countries lik UK, NZ, AUS etc
    Ben Jeffries 4 months ago in Other/General 0 Under consideration

    Ability to add Subscriptions to Purchase Orders

    Currently subscription items are unable to be added to purchase orders. This presents issues for licensing on cloud managed products as I need to purchase these subscriptions from suppliers via a procurement process. The work around for this is to...
    Daniel Minarich 6 months ago in Procurement 0 Under consideration

    Allow Packages as Accessories for Quote Items

    Integrators routinely sell products that come with a standard set of supporting materials — wiring packages, pre-wire kits, mounting hardware bundles, install material kits — that should travel with the product wherever it's quoted. In D-Tools Clo...
    Arzoo Singh 9 months ago in Opportunities & Quotes 0 Under consideration

    Feature Request: Ability to Edit & Cancel Line Items on Sent Purchase Orders

    The current limitation of not being able to edit a Purchase Order once it has been sent is a significant workflow obstacle for real-world business operations. Many established systems — including MYOB Retail Manager, Xero, and numerous other ERP a...
    Geoff Dutton 6 months ago in Procurement 1 Researching

    Notes in projects should show page they were posted on

    When looking at the notes tab on the overview page, you can see all the notes but because you can't see what room/system other it was posted to its missing possible important context.
    John Cook 8 months ago in Opportunities & Quotes 1 Researching

    Project Bill of Materials (BOM)

    What is the request? Add a dedicated Bill of Materials (BOM) report or view within a project that automatically combines identical products and shows the total quantity required for the entire job. This should be available before any products are ...
    Guest 27 days ago in Project Management 0 Under consideration

    Show Site Location on Subaccounts Instead of Billing Location

    Currently the sub account screen shows each account having the billing address displayed rather than the site location. Would like to have the site location rather than billing.
    Dan Meek 4 months ago in CRM 0 Under consideration