Feature Requests

Could we please have a feature where payments terms can be set to a client. Then, when a new project is created and a client is assigned to that project, the payments terms in the project would be automatically filled in to match what is set to the client.

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

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

Please provide the select all or deselect all checkboxes options everywhere the checkboxes are used. One example is when replacing product, in then options tab

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

We need to be able to see non-project related calendar items on the D-Tools calendar to prevent availability conflicts with things like PTO, schedule trainings, administrative tasks, etc. It is very cumbersome to have to rely on using several calendars on multiple platforms to ensure you didn't double book someone. Without this, the resource conflict pop-up windows has less value.

If a project has start/end dates entered. It would be nice if the D-Tools calendar showed an all day event for the duration of those dates even if no resources are selected. Planned start/end dates could have a hollow/outline only look whereas the actual start/end could be a solid/filled look.

Is it possible to allow Packages to be added to Packages? A Package/Subpackage structure?

Current Behavior: Any user can create new products. Any user can toggle the Approved checkbox. Requested Enhancements: Restrict “Approved” Toggle by Role a) Only Admin and Product Manager roles can check or uncheck the Approved box b) All other roles see the Approved checkbox as disabled/read-only with tooltip: “Only Admins or Product Managers may approve products.” c) All new products, wires etc. defaults as "Approved" unchecked.

Current Behavior: Global setting “Add accessory shapes when parent shape is added” applies to all accessories. No per-product or per-accessory override. Kits use a shell parent, causing the empty shell to drop into schematics alongside its real accessories. Requested Enhancements: Per-Accessory Override -- In Parent Product → Accessories tab, add a checkbox on each accessory row: --- “Include on add” (default reflects global setting) --- Allows enabling/disabling automatic dropping of that specific accessory when parent is placed. Parent-Shell Drop Control -- In the same tab (e.g. at the top), add a “Include parent shape on add” checkbox: --- Default = enabled (matches existing behavior) --- When unchecked, placing the parent product will not drop its shell shape into the drawing. Use Case (Kits): Parent “Kit Shell” product contains RX and TX accessory boxes. User unchecks “Include parent shape on add” to suppress the shell. User checks “Include on add” only for RX and TX accessories, so only those drop.