All ideas

For some reason 'Description' isn't a column that is available when building a custom layout for reviewing timesheets. So you have to open each time stamp and read the description manually.

The ability to create a schedule for a ticket to be created on a schedule, or some other rule, would be really helpful. We provide an ongoing service plan to some clients and each month will send out a report or check through their systems as a fo...

A way to take notes at site on mobile install, or a way to copy minutes to SI project, then generate MOM reports - so we can have all the info in SI.

Customer Description We need a way to take a BOM item and 'convert' it to be part of an existing allowance. We keep running into issues where an item should have been added to a misc. budget as part of an internal change order and instead was not....

Can we please get criteria added for changes to a task/SO scheduled start/end and the actual start/end? If you have the calendar open and you drag a task/SO from one day to another, the assigned resource doesn't get a notifiction that the task dat...

Right now, changing the customer (account) on an existing service call isn’t supported. The only editable piece related to that is the contact using “Change contact,” but that doesn’t switch the account itself. If a call is created under the wrong...

Current Behavior: Any user can create new products. Any user can toggle the Approved checkbox. Requested Enhancements: Restrict “Approved” Toggle by Role a) Only Admin and Product Manager roles can check or uncheck the Approved box b) All other ro...

With all the changes in today’s industry and most of us practicing a proposal only valid for x # days. it would be amazing to see a quote expiration date field in the proposal information setup that gets included in the standard reports cover page...

A small number or indication option with option to hide it, which shows number of sheets this particular product is on.

Currently, the vendor email address (for ordering purposes) is not available in the PO reports data fields. Please add this. It is counter intuitive to create a PO report, click email as an option, and then not be able to show the email address on...