Improving Customer Portal Initial Email
Want to change the email wording that is sent to customer so they can better understand how to view and approve proposals.
Add 'Undo' command
Add an undo command especially for Project editor. Example: If an item or items is accidentally deleted from a project, 'undo' should restore it.
Un-approve Change Order
If a change order is approved, it can only be deleted. These need to be able to be "un-approved" just in case a price/part # is wrong. Otherwise, another change order has to be made to modify the previous change order.
Setup a default report per client
It would be very helpful if we can setup a default report for each client so we don't have to assign a report every time send a quote. We have customers with custom reports and this would help us a lot.
We would like the ability to easily share custom layouts and report folder structure with other SI Users.
Proposal definitions template, export/import
It would be great to be able to create a template file for proposals that contain Report Definition settings so that other team members can generate proposals with the exact same look as the original. Related to this, it would be great if report definitions could be "attached" to a project as a default proposal type.
Ability to add Scope of Work to a Change Order after it is approved
We often have to generate and approve Change Orders extremely quickly due to equipment (usually cable) being required on site. These change orders are generally approved verbally with the client without a detailed and comprehensive scope of work being written up. We have to approve the order in order to generate a PO, but we can't then go back and update the scope of works.
Can we have an option within D-Tools to allow for a dark mode? Attached is a screen capture across 3 displays. 2 in portrait and 1 in landscape. Notice that the color of the Visio and Outlook windows are dark/black (black background white text) and D-Tools is “standard” (white background black text). It would be great if we can have an option within Application Settings to set a colored theme.
Export percentage of misc item to QB
User requested option to export a percentage of misc items when exporting products to QB. IE: 2 products in project with a misc item, 1 product pushed to QB, user gets option to push the calculated value that product has on the misc item to QB.