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Remember Username and Connect ID

No description provided
Aaron Hale about 2 years ago in Connect for Office 0 Shipped

Hover Instruction for BOE sections

Hover Instruction for BOE sections.
Aaron Hale about 2 years ago in BOE Pro 0 Shipped

Read Excel and CSV Files

Read Excel/CSV Files.Option to remain file after import and ignore renamed files.
Aaron Hale over 2 years ago in Integration Pro 0 Shipped

Create Task Selection in the CF tool

Create Task Selection in the CF tool. Add the ... to the task selection in the screen that when clicked allow the user to create a task selection without leaving the CF app. Also add to the ribbon a "Task Selections" button to where the iser can v...
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

The Ability to copy the proposal from within the CF tool.

The Ability to copy the proposal from within the CF tool.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Copy and Paste from excel into all input grids within the CF

Copy and Paste from excel into all input grids within the CF. Mimic ProPricer copy and Paste options for grids to make it easier for the user to add data from Excel.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

(All) Option for the Override Category Filter

(All) Option for the Override Category Filter. The ability to select all the items within a task selection.
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Add Summary Fields to Summary View

The ability to add Summary Fields from the proposal as a column to Summary View. The user should be able to view any or all of the proposal summary fields on the CF Summary View
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Copy Billing Types

No description provided
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped

Tie Billing Method to Algorithm.

Select the ProPrcier Algorithm to use with the Billing method when creating a new Building method. Only billing methods that use the same algorithm and the proposal will be available to select in the proposal cash flow section
Aaron Hale over 2 years ago in Cash Flow Pro 0 Shipped