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1 Not supported for the current status

Report group data point

Simple idea: If there is a boolean data point in reports, it might say "InReportGroup." So if the current reports are being run in a report group, that datapoint is set to True. It can help in conditional turning off or on of elements or features ...
Sandeep P. 21 days ago in  0
5 Not supported for the current status

Project Comment additional features

Options to enhance comments: - Edit - Clone - Lock Maybe editing can be an application or project setting to allow editing of a comment. Locking can be project-based or user-group-based, so like locking a project and report, there can be an option...
Guest 3 months ago in  0
6 Not supported for the current status

Change Order Sales

Add the same tab in won change orders that you have in won opportunities. Won this month, quarter and year with a dollar figure.
Guest 4 months ago in  0
17 Not supported for the current status

Change order approval permissions - Internal vs. External

Is there a way to create separate permissions for internal change orders vs. external? We would like our engineers to be able to create and and approve internal change orders - which don't affect the final contract value, but only allow project ma...
Guest 11 months ago in  0
9 Not supported for the current status

Revision to catalog

On CSV updating the catalog, can the system create a snapshot or revision of the catalog to which the user can revert back too?
Guest 6 months ago in  0
4 Not supported for the current status

Be able to save different component ID setups

We have projects that need some more custom component ID setup. Would be nice to be able to save different setups, both globally accessible and local accessible.
Guest 3 months ago in  0
6 Not supported for the current status

Minutes of Meeting - Mobile Install or SI

A way to take notes at site on mobile install, or a way to copy minutes to SI project, then generate MOM reports - so we can have all the info in SI.
Sandeep P. 4 months ago in  0
7 Not supported for the current status

Cloning - new location, keep sublocations

For rooms that are similar, specifically to sub locations, I would like an option to change the primary location, but keep product grouped by sublocation. For example, in classrooms, we may have sublocations like "Desk", "Rack", "Ceiling". If we s...
Guest 5 months ago in  0
9 Not supported for the current status

Payment term status

Extra field on Payment terms or maybe one list style custom field: Unpaid/Pending Paid/Received (maybe received date needed for this too) Overdue
Sandeep P. 6 months ago in  0
8 Not supported for the current status

Service Order Required Fields

Is there a way (or can this be an added feature) to require specific fields be filled out before creating a new service order?
Sandeep P. 6 months ago in  0