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

All ideas

2 Not supported for the current status

Additional Tax field populates on all COs showing a $40K tax on a $100K job.

I have a project where I added and additional Tax in the main project. When creating COs for the project, the Additional Tax shows up on every CO report. The project summary repot shows $40K in taxes on a $100K job. The additional tax field is gre...
Guest 9 months ago in  0
4 Not supported for the current status

Ability to import CRM Project Info in the Email template

I'd like the ability to insert fields from the project information tab such as Project Name, Estimate Number, Client Name, etc into the email body or subject. See attachment.
Guest over 1 year ago in  0
4 Not supported for the current status

Schematic Arrangement when added to Visio

Can there be an option to arrange schematic shapes either Horizontally OR Vertically when adding product from the D-Tools item list? Currently when multiple product is added to a drawing page, the items arrange themselves horizontally across the p...
Sandeep P. over 1 year ago in  0
2 Not supported for the current status

Insertion of acc. to drawing page option

Current Behavior: Global setting “Add accessory shapes when parent shape is added” applies to all accessories. - No per-product or per-accessory override. - Kits use a shell parent, causing the empty shell to drop into schematics alongside its rea...
Guest 9 months ago in  0
3 Not supported for the current status

Attachment page lags with more than 15 photo's

The attachment page on projets lags very hard when there is a lot of files. This king of makes this page useless. Can we remedy this or do a sharepoint integration? Any solution that works is a good solution.
Guest about 1 year ago in  0
3 Not supported for the current status

Unit of Measurement Management

Can we make an option to make UOM items inactive? I had a team member created some by accident and cant remove as it is used within a PO. I would like to prevent anyone from using them
Guest about 1 year ago in  0
3 Not supported for the current status

add the add button to purchase orders

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

Submittals for Change Orders

Maybe I'm missing it, but is there a way to run a submittal report for Change Orders? If not, please add this. We do a lot of ROMs upfront as part of the MEP process of large jobs. During this process I am using generic part#s/budgets, and after a...
Guest almost 2 years ago in  0
3 Not supported for the current status

Remove Dollar Signs from Reports

We would like to have dollar signs removed/as a toggle on all reports.
Sandeep P. about 1 year ago in  0
5 Not supported for the current status

Serial Number Validation Error

Please provide a feature in project editor for showing validation error, in case any two items with same manufaturer and model have same serial number too.
Sandeep P. almost 2 years ago in  0