How do I reorder Systems within a Room?
@Jason Brantley: To reorder system in a location, click the view by system in the left sidebar, and drag the system order you want. If you switch back to location, it then should show up in the system order which you selected.
@Nick - D-Tools Cloud PM: Thanks yes, support helped me find this. The UI is not clear at all that this is possible. There should be icons next to the System names that indicate that list is sortable and the items can be dragged and dropped, and a little hover over "Tip" pop might be nice. Even it was a Tip that only came up once, that you could then disable after you have acknowledged it.
It would be nice to be able to change the order of products within the quote as you are building it.
While you are working on this request, please be sure to do the following: 1) When in the "edit proposal " mode, all display order changes need to be reflected in "Preview Proposal". It is very odd to not see these changes reflected in all proposal views. 2) Any same model number accessories need to be listed individually, not grouped, if we are going to be able to use "display order" to place them under the appropriate product. That said, if you are working on displaying accessory items with the parent product line item they are linked to, request #2 may not be necessary. 3) Again regarding the "add accessory" feature, while it would be nice just to have these items list under the product line item that have been associated with, it would be even better if they were slightly indented to reflect that they are a sub item of the parent item.
To add to this, users would also like the functionality to sort Products within a Quote vs just within the Proposal.
Hello everyone! Today we released a beta of our new sort option which allows you to manually set the order in which items are displayed in your proposals. To access this feature, choose the new "Display Order" sort option in the Product section. Using the "Set item display order" button you'll be able to rearrange items to your liking for display in the proposal.
We released this as a beta with limited functionality to get your feedback on the capability while we work on building out the functionality further. Below are some of the things we are working on next.
- Apply the sort you set in one proposal to other proposals. Today the sort is specific to that proposal only.
- The ability to suggest a sort for new items based on items within the same category that you sorted in the past.
- Include the sort functionality directly into the quote so that changes in sort made in the quote are automatically reflected in the proposal.
These are some of the things we are working on but we'd love to hear your thoughts on how we could improve this feature! When you get a chance, head on over to D-Tools Cloud and let us know what you think here.
Yeah. We don't need to "sort" them so much as just drag them to where we want them. I think you guys would be wasting valuable time creating this "sorting". Just let us arrange them in the order we want.
Thank you the update.
I single handledy have not bought on to your product because of no reordering option. Your roadmap is so strange. Such a simple feature you guys have been so slow to fix. Im surpised its still not resolved yet. Come On D Tools!
Moving this back to planned as you can reorder products within rooms in the proposal, but we have a better user experience planed for doing so from a quote