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Manage Tasks - Filter Completed

There needs to be a way to hide completed tasks as either part of a custom layout or setting when you are managing tasks that is PERSISTANT. Every day I have to manually re-filter out completed tasks and that is cumbersome.
Guest about 2 years ago in  0 New

function to select a project resource when emailing a report

only choice is the primary client contact. we submit multiple reports to many departments, vendors ect
Guest about 2 years ago in  0 New

Task History

Would be nice to see a nice historical record of task status update history.
Eric Kalpakoff about 2 years ago in  0 New

Add option to auto-expand System and Location Summary views

When navigating to System Summary and Location Summary views, all of the SubSystems/Locations are collapsed by default. It's tiresome to have to re-expand to see subsystems and sublocations when quickly switching back and forth between views. It w...
Guest about 2 years ago in  0 New

Mobile, install logs out

One of my biggest difficulties with the mobile install is that it constantly logs out after 15 minutes of inactivity. Is there anyway to prevent this?
Guest about 2 years ago in  0 New

Global to do

Having a global to-do list based off of projects and service orders, to-do list that are assigned to a certain user
Guest about 2 years ago in  0 New

Sub report definition

Presently, we are able to select a report definition when we are adding it to a report group. This would be another additional upgrade if we could choose the definition of the subreport, when adding it to main report, maybe in side properties pane...
Guest about 2 years ago in  0 New

New Proposal Subtotal & Item Type For Licenses

As we all know, we are selling more and more subscription based products. It would be really nice to run proposal reports that include a licenses subtotal for the whole project. Just how it does for labor and equipment, add an option for licenses/...
Guest over 2 years ago in  0 New

item install packages

We use packages a lot when building projects. Item install in tasks would be much easier for our technicians to use and track progression if they could check off installations at the package level. The current item install is too granular to be ef...
Guest about 2 years ago in  0 New

API PO Creation Endpoint

It would be great to have API PO endpoint so we can create/update POs. DTools does a great job of tracking POs to projects, but because SI doesn’t have inventory tracking, we would like to use PO creation process in a different application that in...
Guest about 1 year ago in  0 New