Problem The pipeline summary today shows opportunity counts at each stage (created, presented, signed) without showing whether the numbers refer to the same set of opportunities, and without surfacing the dollar value at each stage. Sales leadersh...

Problem Individual contact records carry first name, last name, job title, and company — but no salutation or honorific (Mr., Mrs., Dr., Prof., etc.). For customer-facing communications (proposals, invoices, service notifications), the convention ...

Sales teams growing past a few thousand active accounts routinely create duplicates because there's no inline warning at creation time. Today the platform exact-matches on submit and surfaces a post-submit dialog, plus an as-you-type substring sug...

This idea is distinct from DTC-I-691 (Configurable CSV export profiles). That idea covers column layout and payroll-platform-specific column mapping. This idea is only about row sort and grouping — how the rows are ordered within whichever columns...

Some licenses and extended warranties are set term lengths. Not priced per month/year.

Currently, export options for various pages are all different and export different information. Change Orders only export the current page and require multiple exports. Invoice exports ALL pages and all invoices. Exports should include ALL pages i...

When using the service module, there is not an easy way to see what the cost is on a completed service call. In a project we can see the review and the job costing, in a service call we can not. It would be very beneficial if in a service call, in...

We use project tasks for scheduling technicians and managing job punch lists. Often times, we want to share the punch list item status with clients. Some clients get this weekly to show job progress from the week and some get this on an as-needed ...

As D-Tools product manager, I want to be able to suggest DTC payments if they are not using DTC payments so that I see growth in DTC payments integrations.

As a project manager, I want my change order pdfs to show a note that says plus applicable taxes so my customers understand taxes have not been added yet.