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Allow attachments to be viewed thru DC Mobile
We are a company trying to go as paperless as possible. We attach a "PDF" print of every part to the routing. The "Workstation Driver" allows users to view drawings. We have assigned tablets to our employees and they use DC mobile at their machines.8 Planned
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Lock Record Out From Other Users While Editing
When working on a quote and someone else opens it and saves it while I'm in it, I need to start over and it will not allow me to save. I get record locked. Is there a way it can be locked out while someone else has it open?3 Future Consideration
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Automatically move quotes that have gone past the Expiration Date into Expired.
We quote a number of different options for our customers that end up getting updated to new quote numbers. Those are marked as Won. All of the others have to manually be changed to expired. Ideally we would keep up with them but the day to day of ...2 Future Consideration
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add ability to inactivate obsolete GL accounts with option to "see all" "see active"
No description provided0 Future Consideration
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Allow for Extended Description to be printed on traveler
The extended description has detailed product information that the shop needs to see. Currently we copy the extended description to the job notes area, but when the extended description gets changed, it also has to be changed in the job notes and ...4 Future Consideration
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Add "Send by Email" option to Statements
Make Statements able to be emailed to the customer instead of only being able to print them. Just as you can do when in the Invoice/Credit Memo screen.0 Future Consideration
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Replace Fax with Email on Quote/Travelers/Etc.
Right now it shows phone & fax on the "Print Quote" type reports (that we normally save and email to customers), and it would be nice if the fax was replaced by email.0 Future Consideration
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Don't show inactive employees in the attendance module in Data Collection
I don't want to scroll through a bunch of employees who don't work here. This would save significant time as the turn around is high in a fabrication shop.3 Future Consideration
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Have a utility that allows you to change Class in Raw Materials
if someone inadvertently selects the wrong class when a Raw Material is created you cannot change the class to fix it.3 Future Consideration
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Add a Customer Status of "Closed" or "No Longer in Business"
Currently the only option close to this is Inactive. Inactive could mean that we are not currently doing business with them but we may want to in the future. If the customer is no longer in business then there is truly no way we could try and work...