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.

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.

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

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.

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

For the sales team mobile quote, it would be nice to have ability to select a check list while having a meeting with the customer to go through all the points without missing any. That can be part of the quote, instead of part of the creation panel, so that it’s persistent and the user/salesrep can go back and update the check list as needed.

It would be VERY helpful if we could set a custom CompID format to an item category/sub-category instead of blanket categorization like items and labor. For example our CompID formats for a data plate are different than what we would want to assign to an audio DSP. Plate format might be [floor#]-[room#]-[plate#] DSP format might be [room#]-[rack#]-[device#] Having to adjust our CompID format each time we are managing an item type is tedious. We already have something sort of in place for wire since we can set different formats for wire types, this should also be the case for equipment items too. Also, it would be VERY helpful for infrastructure cable planning to be able to apply a port number to a wire compID. For example. If I have a 2-port data plate in a room with homerun cat6 cables running back to an IDF. Using the same formatting I have listed above the plate ID might be: 'L1-403-DP01' If I could connect two bulk cat 6 cables to this plate and regenerate their CompID to reflect the plate port numbers, for example the wire CompIDs would be: 'L1-403-DP01-P1' 'L1-403-DP01-P2' it would be a game changer for us and solve a ton of CompID issues that D-Tools makes very difficult to resolve.

On CSV updating the catalog, can the system create a snapshot or revision of the catalog to which the user can revert back too?