Feature Requests

We would benefit from including accessories when adding items on a service order.

We would like to suggest adding a feature that allows a scope of work to be defined for each project location on a change order. Could this be implemented as an additional description field that is automatically created for every new change order?

Currently shapes are assigned based on model, category, and subcategory in Visio. Would it be possible to get it for system too? Example, a keypad category item can belong to different systems.

Can you create a drop down box to select the room description based on the main proposal or a change order. (As in a drop down box to select a specific Change order and edit the room text for just that change order. This way you could have different Room description text for the approved project, and each Change order. ex: In the Living Room text for the main proposal it says: -Owner Furnished TV on an Owner Furnished TV Bracket -Sonos Arc Soundbar and for Change order 1 it says: -Remove Sonos Arc Soundbar This way when the Change order 1 report is generated, it can accurately include the room description for change order 1. And at the same time, if you wanted to print the original proposal, the text form the original room description would reflect the original change order text. As it currently is, the text in the room description comes up for any version of a proposal that is generated. (original project, Change order 1, change order 2, etc)

Would like a option to open product url in the purchase order screen.

As both an end user and AV Design team in Higher Education, we often need to go back and look for documentation on a room without a lot of context for when it was done or what project it was in. Our projects often encompass multiple buildings, or are large in scale. 1-2 years later, when we need to find information on a specific room - it's difficult to track down which project included that room if it was part of a larger project. It would be great to be able to search for projects by location, returning projects that have a specific building or room number included.

We would like to have a feature where SI will update the unit cost based on currency cost, purchase currency and current currency rate. We sell almost everything in local currency (NOK) but often buy from distributors or mfgrs in EUR, USD, GBP, DKK or SEK. Since volatile currencies like ours fluctuate a lot, it would be a huge time saver if we could do an excel (CSV) price list import from i.e. Extron, have the purchase cost updated to the correct field and be assured that the unit cost will be correct. There should also be an automated currency rate update feature. Check box - update daily.

Please ma ea setting to auto-refresh the Task Explorer so as task statuses are updated, the list updates. Either make the refresh rate setable or make it something like every 5-min.

While creating a client, there is an Address tab panel . Would be nice to have a clone button there so that if I add one address, I can click clone to get a copy for site address as same too.

When adding new products, you can only choose between the PoE types: None, PSE, or PD. However, my device functions as both PSE and PD, so I need to select both options under PoE Type, but this is not possible. (My device: D-LINK DGS-1100-05PD)