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Dashboards

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.
over 2 years ago in Cash Flow Pro 0 Shipped

Close All Tabs Button

Add an X button that will Close All Tabs on the right side of the bar
over 2 years ago in Cash Flow Pro 0 Shipped

Unlock/Copy Proposal in Cash Flow Pro

Unlock/Copy Proposal in Cash Flow Pro
over 2 years ago in Cash Flow Pro 0 Shipped

Negative Cash Rate

The Ability to apply a rate whenever Cash Flow is Negative.
over 2 years ago in Cash Flow Pro 0 Shipped

Access to the Audit Logs

Access to the Audit Logs
over 2 years ago in Connect for Web API 0 Shipped

Proposal Notes

Proposal Notes
over 2 years ago in Connect for Web API 0 Shipped

The ability to delete mappings from the list.

Currently, after a mapping is created, it cannot be removed. Add the ability to delete mappings from the list.
over 2 years ago in Integration Pro 0 Shipped

Remember Username and Connect ID

After entering the Username and Connect ID. Remember Username and Connection ID on subsequent logins.
almost 3 years ago in Connect for Office 0 Shipped

Remember Username and Connect ID

No description provided
almost 3 years ago in Connect for Office 0 Shipped

Read Excel and CSV Files

Read Excel/CSV Files.Option to remain file after import and ignore renamed files.
about 3 years ago in Integration Pro 0 Shipped