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Create Quickbooks invoice that only shows headline figures.

I don't like importing all items from a project/ SO / Task into QB. I want to only send over the headline numbers Eg: Total Hardware Cost, Total Labour Cost. This way you would have a very tidy QB invoice with just the "big" numbers. Can we get a ...
Guest over 2 years ago in  0 New

Add fields on customer portal snippets

add the option to insert fields from the project
Guest over 2 years ago in  0 New

Create Project Permissions - From Integration Only

Can there be a permission that forces my team to start their project from an integration and another permission which requires them to use one of our project templates? I want to force team members to use the integration AND one of our templates w...
Stacey Amodio 6 months ago in  0 New

Report file naming flexibility

The reports have a preset auto naming convention that doesn't align with our naming convention. We start all our reports with the date to control versioning in the "YYMMDD" format, but D-tools only allows YYYY-MM-DD format. Be good to have the fle...
Guest 6 months ago in  0 New

Report sorting and hiding

In our report manager, we would like the ability to both sort reports (instead of alphabetically) and hide reports that aren't needed. Currently, we name the reports to start with a number so they appear at the top. It would be great if this numbe...
Guest 6 months ago in  0 New

User Management - Enhanced CSV I/O, Mass Update

Currently we can only export all fields from every user via CSV, with no ability to import or mass update. I'd like the ability to export a selection of users and fields to CSV and import the changes. I'd also like the ability to mass update field...
Guest over 1 year ago in  0 New

Update Order Status From Tasks

We use tasks to tell our procurement team what items to order. It would be nice if you could update the order status the same way you can update the install status directly from the task. I realize the order status is normally changed from a purch...
Guest over 2 years ago in  0 New

Projects view Keydate column

I would just like to see all key dates on the project screen that way I dont have to open individual projects to search for them
Guest 6 months ago in  0 New

Pair Products and Packages

In SI Web Library, many items are sold as pairs and are written as such. Many items are packages or kits; many are accessories of other items. Can we upgrade the SI Web library for the following? Have multiple UOM QTY products as a single unit i...
Sandeep P. 6 months ago in  0 New

Checklist Statuses

Tasks have some statuses. Shouldn't same be allowed to be used in Checklists?
Sandeep P. 6 months ago in  0 New