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Re-assign 'enter' when building checklists

IDK if others have the same issue, but when I am building a checklist. I inadvertantly keep pressing enter instead of tab to lock in the checklist item and it erases the text I entered and closes the checklist. Can we please make the enter key do ...
Guest over 1 year ago in  0 New

Daily/Nightly MI Auto-publish

It would be highly beneficial to have the option to schedule an automatic, daily publication of all updated tasks. This would significantly reduce the volume of notifications sent throughout the day and minimize the risk of communication fatigue a...
Guest over 1 year ago in  0 New

Financial data to change order columns

It would be nice to have the same filtering that opportunities have since they can count in the sales metrics. Ex. won this year, month, etc. Who sold the change orders and total change order sales won, lost, and presented with dollar figure shown.
Guest 6 months ago in  0 New

Mark on notes

It would be great if a product, a project, a schedule - basicly everything, where you are able to mak a note could be indicated somehow, so it is easy to see, if there are a note attached
Eric Kalpakoff over 2 years ago in  0 New

Persistent layout settings

In SI, from the Project Explorer, when you select a project and navigate to the 'Tasks' tab from a fresh restart of SI, the checkbox dor 'Keep Child Tasks With Summary Tasks' is not persistent and needs to be rechecked. Please make that persistent...
Eric Kalpakoff 6 months ago in  0 New

Ability to remove resources from tasks/SOs

Often a task or SO gets re-assigned after someone has logged hours on it. Once those hours are approved, they are permanently associated as a resource despite no longer being involved. This is especially problematic if the task spans across days/w...
Eric Kalpakoff 6 months ago in  0 New

Open project from Task

Would be great if, from the Task Explorer, you could right-click a task and open the project it is linked to. Sucks to have to leave the task window to access the project.
Eric Kalpakoff almost 2 years ago in  0 New

Previous service plan balance hours

Ability to connect with and bring over the balance service plan hours from a previous one which might have expired. These hours will not be charged but will show as balance from previous maybe with a list of service plan hours and service plan num...
Sandeep P. almost 2 years ago in  0 New

Client custom fields transfer to projects & tickets

Hey Support!  Is there a way to make notes or client custom fields transfer over when we create a task/service order, or project?
Guest over 2 years ago in  0 New

More comprehensive filters on Gantt view

We need to be able to filter by resource and by custom search text.
Guest over 1 year ago in  0 New