Skip to Main Content
D-Tools System Integrator Ideas Portal
ADD A NEW IDEA

All ideas

Automatic Auto-Fit All Columns

Would be nice if you could choose to automatically auto-fit all columns on refresh for the home page dashboard and any layout in a list view.
Eric Kalpakoff 27 days ago in  0 New

Customize E-Mail Subject Lines for Workflow E-Mails

We get a lot of emails, and the ones from D-Tools workflows all look the same at first glance. Can we please customize the subject lines so we can make sure they get read by the right people?
Guest 19 days ago in  0 New

Business Analytics - Chart - Table - Totals

When setting up business analytics for table, give option to show subtotals or totals of one or more columns.
Sandeep P. about 1 month ago in  0 New

Assign Primary Contact for Different Client Sites

We have several Clients who have multiple sites that are managed by different people. It would be EXTREMELY helpful to be able to set a Primary Contact for each of these sites, rather than only being able to set a single Primary Contact for the cl...
Guest about 2 months ago in  0 New

Customer Portal Feature Improvement

1. File View The uploaded files are displayed in a gallery/tile view, which makes it difficult to see the full file names. Would it be possible to provide a list view instead, where files are displayed one below another? I have attached a screensh...
Guest 3 months ago in  0 New

Mark Catalog Categories Approved Unapproved

Over the years, we have made a lot of custom categories/subcategories that don't necessarily align with the categories that can be pulled down from the D-Tools product library. For example, for network products we use: 'NETWORK' in our catalog. Fr...
Eric Kalpakoff 2 months ago in  0 New

Pricing field within Workflow rules

When using 'workflow rules', it would be nice to have 'Price' and 'Margin' as options in the 'Insert Field' dialog box. We use this to notify department heads of won projects but are currently unable to have the pricing and/or margin in the automa...
Guest 3 months ago in  0 In Progress

Email Failed Kickback

If an email fails to go through there should be some form of notification so that we can try again. This is specifically in reference to sending a proposal
Guest about 1 month ago in  0 New

Indicator for projects with pending change orders

Could we get some sort of indicator for the SI Project Explorer that would give an at-a-glance indicator that a project has pending change orders? I column with a check box or a row color difference, etc.
Eric Kalpakoff 5 months ago in  0 In Progress

Task Percentage Complete Based on Checklist

Not all tasks include items to be installed and not all tasks are for the filed team. Our engineering department uses tasks for work assignments like quoting or creating submittals documentation. It would be nice to be able to have the option to c...
Eric Kalpakoff about 2 months ago in  0 New