All ideas

It would be invaluable to have the option to maintain custom fields when replacing items by default. The current default checkbox is that it doesn't, and it resets every time you replace. This has led to many occasions where I replace an item with...

Visio for O365 does seem to have the capability to allow multiple people working on the same drawing. We really do need the ability to allow multiple drafters to work on a drawing set simultanously. Some of my much larger 7-8 figure projects are d...

In Project Editor, we are able to customize the Project Summary and Quick Quote Buttons. Can we have an option for an additional tab, called Custom Tab perhaps, where we could choose and add/remove any command as a button? Example: I could add Reg...

We’d like for our Procurement and Finance team to receive an automated task whenever a change order is changed to either pending or approved (both for internal and external change orders). We want to emulate the same queue format that's already in...

In Project Explorer, when we select a project, all relevant files, tasks, revisions, etc show up in the bottom panels. Can we add another tab there for "Comments" which would show project comments?

We need the ability to perform different workflow notifications based on whether a CO was internal or external. Must include the CO type and number as fields for the message tab.

DTools is pretty good at executing a project, but when it comes to supporting customers long term and providing service, it can be lacking. We often will be the same company that a customer (commercial) uses for all their AV needs buts we do not h...

Can there be a special page break character for RTF files/scope of work files that would be recognized by the system so that the user does not have to press enter multiple times in RTF to set the content in line within the next page?

We’ve received recurring customer feedback requesting enhanced capabilities in the vendor partner integration workflow: 1. Connect to Vendor Partner → Find Products with Partner-Provided Pricing 2. Within the product information window, users woul...

We have some customers that are part of a larger organization but are different departments and have different contacts, site addresses, billing instructions. For example the County of ### is a customer and we service Public Works, Library dept., ...