All ideas

In project workflow, it would be nice to have the option to attach a report (for example, a scope of work report) so that the receiver can read about the details of the project too. Also, would be nice to have option to show Project notes and comm...

In Project Editor, we have an option to arrange Items based on a custom sequence. Can we have a global setting for something like this so that for all projects we have a deafult for this? We can use field filters like manufacturer or subcategory, ...

Greetings! Is there a way for me to show DINING ROOM - A110 vs A110 - DINING ROOM I prefer the room name first, but I need to utilize your Number section.

Crestron dealers got an email today that states: "The Tariff Surcharge will initially be set at 12% of the total gross amount of all hardware items included on each invoice, prior to the application of any discounts, sales tax, or shipping charges...

In D-Tools, when we save report, we have an option to pick different parts of the file name. Would it be a nice feature if that is avaialble for project file too. Example, I click New Visio file, then I get a dialog which has project name as the f...

Whether or not we have a model number for a chosen wire selected, we would assign it a schedule ID to reference a cable schedule in our legends. For us, we created Custom Field 1 to be an items 'Schedule ID' so we can assign a moniker to each wire...

We have now calculated fields for projects, but not for items. This feature can help companies who want to track multiple charges on the items (freight, exchagre rate, customs, warranty charges etc.) So the calculate field can give a single number...

Would a checkbox option be nice, which says update value of column if empty in catalog? For example, there might be lots of products with customized descriptions, but I only want to update for those items that have empty descriptions in the catalog.

Oftentimes ownership will change, or a multi-family project will change its name, or both. Would like to search by address to be able to view historical equipment lists for current system updates/upgrades