In an internal change order, there's no way to replace a product at no change in price. The product you add will be set as not billable but the product you remove will be removed at it's original price. If for some reason I want to replace a discontinued product with a replacement of a different price without it affecting the globla price of the project, I ha ve a lot of manipulations to do. Please make it so there's an option to do a product for product replacement that doesn't affet the price at all.
Quick Quote bug
When presenting a Quick Quote "Unassigned" still appears as $0.00 when presenting even though there are no items in that location.
Search for Item usage in jobs
We would like to have the ability to search for what jobs are using a specific product. In SI we had a "Find usage in projects", and would like to have this for Cloud.
Credit Card Charge Fee Option
We would like the ability to add a 3% Credit Card Processing Fee to the total project approval if the client chooses to use a Credit Card for their payment option.
Proposal - Default for Replace Instead of Replace All
Every time I replace an item in a project it by default marks it to replace the item in all locations. Can we have an option to make it default to just the single item or have a warning pop-up when you are about to replace all?
Purchase Order Numbering - Sequential that makes sense per job
Can we have the PO system work off of the project numbering system so we can tell which project the PO's belong to? For example.... we have our Projects being numbered as "ZCP 2006" (Zetta Comm Project: prefix) then the number is the project number itself. My question would be, could we add the PO number for the project so it read ZCP 2006 001? Then as orders are created we know which project ZCP 2006-009 belongs too. We know that it is the 9th PO on project 2006. We are trying to figure out a more simple way to organize and stay on top of our ordering system and save a ton of time with the figuring out which project these orders belong just by a glance at the shipping label. This matters both in the office in organizing the PO's and when the shipments come in. Currently, it just assigns random numbers starting at a number that is input into the box and when the product comes in, someone has to track this down because there is no rhyme or reason to the numbering system.
Service ticket tracking
Would love to have a basic service ticket tracking system for the tecs and when support calls come in. I know this is outside the scope but since we use dtools a all in one solution woudl be great