Skip to Main Content
D-Tools Cloud Ideas Portal

We actually read these.

Ideas submitted here go to the product team, not into a void. Add yours, vote on others, and comment on what matters to your business.

Talk to our Product Managers live: every other Monday, 1:00–2:00 PM ET → https://www.d-tools.com/cloud-product-office-hours

Categories CRM
Created by Guest
Created on Feb 25, 2026

Include Account/Contact Names in Notifications

Notifications list shows project and proposal names, but not customer/business names (unless the notification was about one of the contacts taking action). Usually, customer/business name is more important for differentiation and understanding at a glance. It's good to see the contact name when they take action, but again, the main client/business name is key. Maybe several customers have projects called “AV Upgrades”. (Previously in D-Tools SI, I had three “AV Upgrades” projects in a row for three different clients.)

  • Attach files