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Monthly Delivery Reports

Need a way to export delivery by dates to generate monthly revenue reports
Guest 7 months 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 7 months 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

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 7 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 7 months 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 7 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. 7 months ago in  0 New

Checklist Statuses

Tasks have some statuses. Shouldn't same be allowed to be used in Checklists?
Sandeep P. 7 months ago in  0 New

Be able to stipulate which contacts get a PO in the vendor contacts

Currently when we do a send to outlook for purchase orders it seems to select all contacts for that vendor. it would be good to to be able to stipulate what contacts got a PO. Currently having to delete the contacts that we dont want it to go to a...
Guest almost 3 years ago in  0 New

Link items in the bundled cable with the bundled cable

To help with making custom reports, having a field in the items within a bundled cable that link it to the bundled cable id would be useful. it could use the same 'parentid' field that packaged items use.
Guest about 2 years ago in  0 New