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5 Not supported for the current status

Additional Task Hyperlinks

Currently we are limited to 4 Hyperlinks in SI Task Custom Fields settings - We use these hyperlink fields for quick access to Share Point Folders for projects in mobile (for example) and frequently could use 1 or 2 more. Is it possible to increas...
Sandeep P. about 1 year ago in  0
3 Not supported for the current status

Generating Multiple Purchase Order Documents Simultaneously

I followed the instructions below of using the explorer and running the Purchase Order (By Status) Report to run multiple PO's at the same time. That result was a page that listed the PO's but doesn't list the items in the PO. I am looking to run ...
Guest 8 months ago in  0
7 Not supported for the current status

Contract Milestones instead of Dates

Could a milestone option be added that could be used in place of a date in a Contract? Our company bills at different milestones. Example. Payment 1 is based on when we order equipment. Payment 2 we'll bill for professional services once the proje...
Sandeep P. over 1 year ago in  0
7 Not supported for the current status

Proposal Pricing Adjustments

Include a feature in a future update that allows us to easily adjust the overall proposal value to a fixed amount, including tax. Currently, we add a fixed labor line item and manually calculate the difference (Desired contract value - current val...
Guest over 1 year ago in  0
9 Not supported for the current status

Project Status 2nd Level

Most customer have seen and are using project statuses, but they can't seem to have enough it. In SI projects, the statuses are coming up new everyday. Would it be a good idea to have two-levels of project statuses? So the 1st level can say - New ...
Guest almost 2 years ago in  0
3 Not supported for the current status

Linked Solutions in Approved projects

We really need to have solutions remain linked once a project is approved. For us (and I'm sure others), when we have an approved project we often will have up to 30-40 classrooms with the same equipment. If start our engineering/drawings, it woul...
Guest 8 months ago in  0
3 Not supported for the current status

Team Activity Tracking and Task Management Feature

1. Activity Tracking & Reporting Segregation of data based on username Log of which projects each team member has accessed Details of changes made within those projects, along with timestamps Daily breakdown of all tasks performed by each team...
Guest 8 months ago in  0
5 Not supported for the current status

Reminders workflows for service orders and tasks

No description provided
Guest about 1 year ago in  0
9 Not supported for the current status

Add DT File catgegory selector in the save report dialog box.

Would be nice to be able to categorize the PDF that will be saved to the project files at the time of saving.
Guest almost 2 years ago in  0
3 Not supported for the current status

User group control for Project Files

In User groups, if we could select access to file categories. In Project files, designer would be able to acess CAD/Visio files, accounts will be able to access Accounts category files, salesreps will be able to access Proposals/quotes/Estimates f...
Guest 8 months ago in  0