General UI/UX

Description:Currently, users are unable to directly copy and share the URL of a specific page or view within the D-Tools Cloud platform. When a user tries to share a link (for example, to a specific project, proposal, or quote), the copied URL doe...

Be able to pin notes to keep certain ones at the top. This way they can be better found if used for reference information.

A centralized search would be so helpful for others on the team who don't know whether a project lives in Projects or Opportunities. We regularly are searching in both to look for a given project.

The color of selected item highlights is the same color as the alternating line color. They must be a different color to see what's selected vs. what's simply every other line. I know that the alternating-line coloring can be disabled, but that's ...

There are areas with alot of extra white space and removes visability from the details we actually need to interact with. If there was less white space and more items in the list that would be great.

It would be very helpful if we were able to right click on an opportunity/project and open it in a new tab

I use Safari. I don't have a touch pad, I use a mouse. there is no bar at the bottom to move the screen from left to right, although there is more on the left and right not within the viewable page.

I would like to manipulate our mark up in one button. Then that button should have a choice if we want that mark up to affect labor rate or not.

PLEASE delay the pop-up action by 2 sec. It's normal/expected to delay. The little pop-up bubbles appear immediately when moving the mouse cursor over/across items (products for example). This gets in the way of navigating and clicking things like...

Quickbook Workforce uses decimals. If trying to to add these times manually it would be nice to remove the conversion