Please could we have the ability to make items optional within a package aswell as qty adjustable. So when they are added to a project, they can be selected/unselected as required. Much in the way accessories are added as items. For example, a Lig...
While we can enter a custom file name manually for any report sent to the customer portal using the "Add Report" button, there should be a way to auto-format the file name like we can when we export PDFs from the report viewer.
Partner Pricing Updates When Updating Product from Library
When updating any information from the library to specific products (i.e. files, dimensions), those products also inherit the partner set cost. I want to just update the specific information I have selected without updating the cost.
It should show in Opportunity under Activity if a payment/deposit is made so that you can refer back. It only shows up if you turn it into a project and look at the payment tab.
Would this be needed data field to mention voltage type (AC/DC) alongside the voltage field in Specification tab? Custom field could also be used, but that would not show up on specification tab. Can work out to show a custom field on a custom lay...
Add options for how to set sell pricing on new products brought in from the Library1. Leave blank2. Use MSRP3. Calculate Currently if a cost is supplied by the vendor, this will populate the Sell price, which has caused issues.MSRP would be best, ...
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...
SI Calendar should show assigned resource for tasks and SOs
I can see the schedule of tasks on the calendar and it shows some useful information on the calendar item, but not who is assigned. That is kind of important.
All of the list views in D-Tools have the top item on the list pre-selected and it causes issues throughout SI. For Homepage Dashboard Analytics, the top line being selected prevents you from seeing the background status color. Additionally, since...
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