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Contacts (15)
Projects (30)
Prospects (2)
Submissions (57)
Work order (17)
Order form (4)
Timesheet (6)
PUNCH (App mobile) (10)
Production schedule (22)
Invoicing (34)
PDF (13)
Preferences (26)
Reports (10)
API (6)
Evaluate/Validate relevance (5)
Discussion to have (10)
Internal (11)
Export filter
When I filter data and export it, all the projects end up in the export without taking into account the sorting or the filter.
1
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Rapports
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complete
2
Start time schedule
See the scheduled start time on the dashboard
3
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Horaire de production
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complete
3
Activity number of follow-up, note, task
Indicate with a gray number as next to the submission line when there are notes, follow-up, or tasks in the activity section.
3
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Projets
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complete
3
Rates for different times of the day (e.g. travel time)
Have the flexibility to put a different rate on travel time and other
3
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Préférences
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complete
2
Automatic reminders to OFF per customer
Be able to turn off reminders for some customers
6
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Soumissions
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complete
10
Filter billing by total bill amount
In the Invoice section add a filter for the total amount of the invoice. Thus it will be possible to search for an invoice by the amount of the customer's payment.
1
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Facturation
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complete
2
Default display of the production schedule
Have the ability to change the default display of the production schedule. Or if you change the visible schedule save the choice and open the page next time with a choice. Already possible in the C3 environment but I have no idea how it was set up.
2
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Horaire de production
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complete
2
Filter by material code
Have the ability to filter materials by code
1
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Préférences
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complete
1
Display client phone number in Kanban view
It would be very helpful to have the client's phone number displayed directly in the Kanban view or list. This would eliminate the need to open each client's file to contact them, especially when dealing with prospects.
1
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complete
1
Option to delete materials in daily report
Currently, when completing a daily report, it's not possible to delete materials once added. It would be beneficial to have an option to remove materials if they were added by mistake, rather than just modifying them to zero.
1
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complete
1
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