All ideas

Option to select a sample project from the list of available projects to run while preview funtion of the Report Designer.

The technicians would like a feature where they can export S/N and MAC addresses as an Attachment from the Mobile Install app. This is mainly to speed up the commissioning where the customer have SDA networks or MAC filtering.

We are finding little value in the daily email that arrives each morning. Effectively, it is only an unsorted list of incomplete tasks and service orders (SOs). Beyond that, the information listed in this message provides almost no value for infor...

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.

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...

Sometimes we end up with duplicate products in the catalog based on different people adding them at different times. Maybe the manufacturer is slightly different on one vs the other or the part number is slightly different from one vendor to the n...

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...

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...

Current setup: Our Labor Items are configured to use "Use cost and price from labor type" (not Fixed, not "Use specific cost and price"). Pricing is centrally managed on the Labor Type level (Base Labor Cost/Hr and Price/Hr in Control Panel > L...

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.