Feature Requests

the ability to quickly filter by custom fields

Would be rad if when you create a new product, and enter the model, DT would automatically search for that model in the database to see if there are duplicates. This would save sooooo much time as normally you enter Make, Model, category, sub category, description, labor, and price BEFORE you click save get the warning about duplicates. This needs to search both approved and unapproved products too. I always search for a product before I create it, but sometimes the filters don't show any results and yet, the product exists in the catalog.

User requested ability to add accessories to accessories. IE: main product has an accessory that requires a power cable.

It. Would be nice to have additional fields for change orders (eg. Quoting and submitted ).

My question is how I can select and copy accessories from a product, like a projector, to a new projector that was added to the catalog that has no accessories. I see in the Accessory window of a product there is a "paste Items" that is to the right of the "Add Products" and next to the "Delete" when an item is selected. After contacting the Cloud Team I was told that we can only copy from the Catalog and past into the Accessories that way. But you have to search for items separately which it not an easy way to do it. I would like to request a way to copy Accessories from one product to another as it is an easier way to grab all accessories form a similar item then to go and search for those items in the catalog individually. What do you think about that as a value-added feature? Let me know. Eric

A small number or indication option with option to hide it, which shows number of sheets this particular product is on.

It would be very helpful to have a workflow that would notify us when all items in the project are fullfilled. Essentially all equipment items that haven't been marked as DNO or OFE would conveivable be placed onto a PO and ordered then delivered with an item receipt added. Once all BOM items have an accociated receipt, a workflow notification could be triggered. Additionally, would be a bonus if the ETA of the items was taken into account. For example. All items are placed onto their respective POs, then as ETAs are entered, a workflow could be send that there is a known final date that all items are expected to be delivered.

Whenever I duplicate a sheet in Visio, it's because I need a duplicate blank sheet. It wastes a TON of time, especially larger projects (current one has 2,800 items), to have to slowly click decline for every single item. Even better if the default Duplicate Sheet automatically assumed no items to be added to the project.