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Item character limit when syncing to QuickBooks

Right now there is a 30 (31) character limit in the Item Format for each field when syncing to QuickBooks. For example, right now we have some Models that are longer than 30 characters and it is cutting off the model when syncing. You end up with ...
Guest over 2 years ago in  0 New

Location Quantity

Many of our customers have projects, where they have a classroom, or a conference room, or any other location repeated. So they create one typical room boq, which is repeated mulitple times in a project. For those, a location quantity field would ...
Guest over 2 years ago in  0 New

Task Comments - BAD formatting

I asked my team to standardize their formatting of their task comments when responding to changes that need to be made to a project once it was reviewed for quality control. However, once the 'Add' button is pressed, DT is adding in random carriag...
Eric Kalpakoff over 1 year ago in  0 New

Saving .xlsx reports doesn't work properly

The default for exporting a report as Excel is .xlsx, however the file is saved as .xls and always opens the file with a caution that the file type doesn't match. Manually selecting saving as .xls or manually changing the file type to .xlsx after ...
Jeff Colt over 1 year ago in  0 New

Project Summry - Selected Items

I was working with seeing equipment and labor totals for gear vs. cable and came upon what seems like a major bug. I have a quantity based project I have (4) parent items, each with a bulk wire run as an accessory. Most have parent QTY > 1 When...
Guest over 1 year ago in  0 New

Labor Type Layout View

Currently with the new version of SI there are labor types that are associated with a catalog item. When in project view the labor types are consolidated as a single feed. The only way to update is to use the Mass Update feature which does not add...
Guest over 2 years ago in  0 New

Report import Quick access

Would this be a good feature to add Import/Export/Delete Reports option to Start Menu? Ofcourse would only be active option for admins. And for this, would be good to make the default standard user settings to exclude import/export/deleting of rep...
Sandeep P. over 2 years ago in  0 New

Allow Duplicate Component IDs Across Locations/Sublocations

We have been subcontracted to do the engineering documents for multiple projects for another AV integrator. Several of these projects have multiple rooms (first project is 17 nearly identical conference rooms), and the integrator wants the schemat...
Guest over 2 years ago in  0 New

Subcategory Lookup

While assigning categories and subcategories, there is no way to search through the list of available categories for stock/standard options. For this, a person has to go to Settings>Categories>, then search for the subcategory. Example: a Ca...
Guest over 1 year ago in  0 New

Service Plan Price Override

I can only set the price of the service plan based on the items I add. I would like to be able to add the items and then select whether to calculate the total price vs type it in manually.
Guest over 2 years ago in  0 New