Feature Requests

When checking out a project with edited PO's, a prompt reminds the user of PO updates, but does not provide a summary of what has changed. It would be great to know what changed prior to updating the project.

Would this be a feature needed/wanted by other companies? Add more fields to resources: photo, signature image, role/title, email, different contact number/mobile/ phone, different address, maybe a custom report theme or color specific to the resource running report. And a way to make that data accessible and usable in reports.

Is there a way (or can this be an added feature) to require specific fields be filled out before creating a new service order?

When using any report designer, we can insert a new report group/section. Would this be a nice feature to right click and duplicate or clone the whole section? Using this option should give a duplicated group header and footer along with the underlying elements, in the report, within the count limit of the sections.

Presently, when backing up SI server, it asks to make sure every one is logged out and all projects are checked in. Then there is scheduled bckup which we can set to run any one time daily, which runs, and backs up despite any projects checked out. Would this be a good feature to send an email out to admin with back up success or failure and also mentioning list of projects, and checked out by which users, since what date time, and for how long they are idle, and list of users logged on to system at the time of backup ?

This option is greyed out. It would be good to have that active.

Would be nice to have the ability to have a company branded URL when we send items to clients. A client recently asked if we work for the same company D-tools…

Example: If we have 5 of the same HDMI Cable but we only have 2 in stock, we want to be able to select 2 "In Stock" and the other 3 "Ready to Order" (without having to have each item on it's own individual line because it's so difficult to navigate the Item Status page that way). And then if we've ordered 3 and they split up a shipment, we could then change the ones we've received to "Received" and leave the open quantity as "Ordered".

Being able to see a picture of the item in the catalog like D-tools Cloud