Feature Requests

1) Give us the opportunity to toggle between the Opportunity Dashboard and Project Dashboard from the Dashboard View (if you have the predetermined access to see both). 2) Key Dates - ADD to Dashboard... I want to be able to see Key Dates pop up on the Dashboard for Project Management. We can't miss them. We need to be able to see these date reminders in one place vs having to go into dozens of projects all of the time to check on those dates. 3) Custom Dashboards - Ability to move things around like Evernote dashboard and choose which windows we want to see or not to see. 4) Make project timelines (aka Phases) viewable in a Gantt Chart View. This is absolutely necessary for Project management that Asana and other do. 5) The Gantt chart should be viewable per project in the project overview of the each project and Also on the dashboard for key dates / per project as in what is coming up (30 day forecast)

Would be helpful to see who checked off a checklist item in a Task, to the right, next to the checklist, along with a timestamp. The only place that you see it is by going to "Activity".

When checking in inventory I should not have to tell the system the location I am checking inventory into if there is already a location that has been used for that specific item. This information is already stored in the system and should be displayed as items are being checked in.

Can we get a notes section inside the POs? With the ability to add attachments (like packing lists)

Would love the ability to print out labels once a project has been created, so that once we get the items into our stockroom, we can print out labels with all info (Customer Name, Locations within the house, Quantity, etc...)

With the new inventory management system, we really need to be able to print product labels, both for stock items and project items

It would be helpful to have an automatically generated number for payment requests, similar to how project numbers are assigned. Commercial accounts often require an invoice number for their accounting systems.

User would like the ability to add additional Product Statuses.

The ability to substitute a product without having to create a change order. It will keep the same price, labor, etc.

When totaling numbers, such as "won this month", exclude collected sales tax from the calculation since it is not revenue.