Feature Requests

Can you please develop a way for the SI calendar to sync with my outlook calendar. There is a FR from 2020 that has no updates and so I am re-submitting for consideration. Thank you!

In an approved project we have the ability to assign a new item to a change order, or to use the right-click context menu to reassign it to a different change order. However, items being deleted cannot be reassigned to be deleted via a different change order - my workaround is to undelete them, and then re-delete them against a different change order. I would even call this a bug in the case when the deleted items are replaced by new change order items. Reassigning the new item to a new change order should also automatically reassign the replaced item to that same change order. Please advise if this specific issue should be submitted as a bug report.

Projects have labor types for installation labor. Would it be a good feature to have separate maintenance/service plan hours for products that will be added to a service plan from the project? The calculated percentage option is there; also, any custom field can be used for service labor price, but the labor hours are going to be left behind, and for a service plan item, if we use a calculated field, there can be different products with different service hours, and service price calculations associated with them.

Items should be able to be filtered by phase as well as location.

The ability to lock portions of a project as Approved. Ideally also be able to use the CO function on these items. Projects with multiple phases and systems sold at different times, are hard to deal with as multiple Projects. (major documentation & product tracking issues) So we along with many others have to create large Projects with multiple Proposals going on for years. Due to the limited functions of the Revision system, having the ability to Approve portions of a project would be ideal.

As a team, we love the idea of using project rules to automatically create project revisions whenever we have a handoff between individuals. However, the revision numbers are client facing, and it can be concerning to a client that the first version of a proposal they are seeing is a revision. It would be great to have an internal and external numbering scheme for revisions, just like we have for change orders.

The ability to find the utilization of an item or labor when used as an accessory to another item. DJM

We need the ability to synchronize the D-Tools calendar with the Outlook calendar. Changes made in one calendar would update the other automatically.

packages and solutions should be allowed in the item list or have 2 to 3 levels of accessories allowed.

Need a list of keyboard shortcuts to toggle between windows, in addition to others. For example, regarding service, we would like to be able to toggle directly from 'Clients' to 'Service.' TYIA.