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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

Improve/Fix Dtools-Autocad Block Integration

D-tools seems to redefine blocks when system integrator opens or placing new block instances. I have blocks assigned to Packages (single shape option). These blocks have attributes & hatches. When dragging packages from SI to Autocad, geometry...
John 6 months ago in  0 New

Method to modify the Tasks Item layout to add custom fields to individual items?

We need a method in which we can customize the Mobile Install windows to our own needs.An example is for Projects which include multiple room locations, we need to identify wall port #s, PoE availability, and VLAN identification for each network-c...
Guest 6 months 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

Connection Point Spacing Defaults

If it's not already possible, could you add an option to set a custom default spacing for connection points (Connection point spacing)? This would save time by avoiding manual adjustments in each item.
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

Assign resource for project audit

I'd like to see a feature where we could assign a resource to perform project audits and approve/reject the project. This could be done by having a check box in the Information window with "Audited project" where a grayed drop down menu for Audito...
Guest over 1 year 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