Company Preference to Make WO Type a required field on WO.
Can you add a Required field option for WO Type? For us it is a must and filters and workflows...
Make Work Order Private/Tech Notes Growable/Scalable Window in TOM.
Can you please enhance the work order form to have a scalable note field. We tend to have a lot...
Included brief description and detailed description notes in customer history note field.
I think it would beneficial to every company to have all the notes fields included in the work order tab...
Financial history total in CustomerJob and Sales Opportunity list fields
In addition to the balance and total balance, I would like to see the historical total of sales for the...
“Estimate Item Details” and “PO Item Details” reports in custom data view.
I could not find an existing report, so if there is one let me know. I also reached out to...
History “Show All Children” Option Instead of Entire Family
When browsing history for customer, it would be nice to have an option in addition to entire family, to just...
Add “Memo” field to Custom Data Viewer Report for “Invoice/Sale/Credit/Estimate list”
We use memo field on invoices to make notes about who and when invoices were sent for payment. Custom data...
Contract Price Aliases for Estimates/Invoices
I have a suggestion that may help a lot of companies. We sell products to many different builders. The serialized...
Install Date Field On Invoices That Populates Equipment Dates and Prints on Invoices
Please add a date field that can be set as a semi-required field for “Install Date” to invoices (ie. a...
Add Expected Date for PO to PO tab in Customer History.
I would like to see the PO expected dates in the customer history screen for POs. We regularly use customer...