Custom Fields
under review
D
Dennis Bouchard
would love options for account numbers and system types in accounts
K
Kyle Gallemore
This is an old thread but seems to have legs. So I'll add my comments. D-Tools is great and has plenty of custom field options available. But we need to correct a few of these in the Opportunity arena to really make this work better. For instance, Building Type and Project Type; why can't these be custom? Market sector is a custom field that I set up. So is Fulfillment location and referred by. Why can't Building Type and project type. Why are we pigeon holed into using these "off the shelf" items? It really should not be a major lift or upgrade to push this type of update.
J
James Riley
Fields for other trades on the project such as GC, electrician, architect, etc.
C
Christopher Delgado
Can we get the ability to modify and use a custom Customer Type that will push into QBD when Cloud creates the estimate?
S
Sean Hawley
Fields for other trades on the project such as GC, electrician, architect, etc. Additional info such as logins for streaming services and account numbers for services. Color selections for shades, wall plates, paintable grills, etc.
P
Peter Cook
Router Location, ISP Provider, Head End Location, Gate Code, Wifi SSID Info, etc...
D
Derick Downey
I build the proposals for my company, but I do not place the orders. In order to clarify EXACT product for my purchasing agent, I would love an "Internal Notes" section where I can post the URL for the exact product -- such as https://www.allnetdistributing.com/ProductList/ProductSKU/ProductID/78350. However I do not want this information visible by the clients.
Nick - D-Tools Cloud PM
Merged in a post:
Additional information fields on a project
J
Johann Stroh
We would like to save info like gate codes, wifi information etc to the project, so all technicians know the info
T
Tyler Anderson
this is huge and needs to be completed!
Nick - D-Tools Cloud PM
under review
We added a Lead Source field for this release. Custom Fields is a much heavier technical lift that we will have to review and see what it takes to add. Please let us know other fields in the mean time that would benefit you as its easier to add standard fields across all accounts
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