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Single Call to return all the PSheet Data for a proposal.

Add a single call to Connect for Web that returns all the PSheet data for a specified proposal.
Guest over 2 years ago in Connect for Web API 0 Shipped

Ability to select Criteria based on todays date - dynamic date

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...
Greg Heyman over 1 year ago in Integration Pro 0 Shipped

Dashboards

Add proposal Dashboard whish allow the user to display and export their favorite graphs for the proposal in one place.
Aaron Hale over 1 year ago in Cash Flow Pro 0 Shipped

PostgreSQL support for the Database Integration Tool

Allows individuals to use another database setup other than Microsoft SQL and Oracle.
Guest over 2 years ago in Integration Pro 0 Shipped

Close All Tabs Button

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

Global Resource Fields in the standard Pivot Grid

Add the ability to pivot off of Global Resource Fields in the standard Pivot Grid
Aaron Hale almost 3 years ago in Management Pro 0 Shipped

Unlock/Copy Proposal in Cash Flow Pro

Unlock/Copy Proposal in Cash Flow Pro
Aaron Hale almost 2 years ago in Cash Flow Pro 0 Shipped

Negative Cash Rate

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

Access to the Audit Logs

Access to the Audit Logs
Aaron Hale almost 2 years ago in Connect for Web API 0 Shipped

Proposal Notes

Proposal Notes
Aaron Hale almost 2 years ago in Connect for Web API 0 Shipped