Feature Requests

In the Purchase Order section and the Purchase Order Item section of Business Analytics we are looking for one data field to be added - it seems counterintuitive that it's not available. We need the Vendor ID number. This is a unique identifier in D-Tools for vendors AND it is in other software programs. So, when we export the PO data from Business Analytics, we can't import it into our accounting software because the Vendor ID number is not there. We are having to change all of our vendor names with the number. How we'd like to have the data: Vendor Name: ABC Distributor Vendor Number: 12345 But since the vendor number is not available, we have to change our vendor names to this format: Vendor Name: 12345 - ABC Distributor PLEASE HELP

It is helpful that the Item Receipt gives us an opportunity to record the serial number and MAC as we receive goods, but we also are required to assign most devices a service tag when we receive it - a unique number with a little sticker associated with it. We track this with a custom field. We would like to to make it so this custom "Service Tag" field appears while we are filling out the item receipt alongside the serial and Mac fields.

Option to quickly open one of the last 5 report files. Should be connected to each user, beyond the current session. So if I log out and connect to the server via another client, it should still show me my last 5 opened reports in the recent option there.

When on the Project Explorer page, if I go down to the Change Order tab at the bottom, I cannot see who CREATED the change order. This is not viewable in the main view, Layouts manager, or in the Change Order History view. This is important important data to see.

We use templates as a starting point for all of our proposals. Because we are using a template, the client default cover page image does not carry over from the client. Instead, whatever was selected in the template is carried over. I would like to make it the default (or at least an option) that the client cover page image carries over into the template used when a new proposal is created.

It would be invaluable to have the option to maintain custom fields when replacing items by default. The current default checkbox is that it doesn't, and it resets every time you replace. This has led to many occasions where I replace an item with notes in the custom fields, and the data is overwritten.

Could we please create a permission for people to edit exports and imports of locations? We have been having users delete location export which we would like to avoid.

We would like to be able to add notes about each individual item in on a PO.

Add the same tab in won change orders that you have in won opportunities. Won this month, quarter and year with a dollar figure.

It would be very helpful if the wire tags had an ID number that was serialized. That way Wire Tag #1 on page 1 lines up with Wire Tag #1 on page 4. While the info on the wire tags is useful, if you compare the tags from two pages related to the same wire, no piece of data matches between the flags. We need something that makes it easy to know they go together. A serialized ID number would do that.