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Support for System Proposal User Fields

Description: Add the ability to Add/Edit/Delete the Proposal User field from the system. Make sure to have the ability to update proposal user field values. Use Case/Example: The ability to update the system fields and have the new values be avail...
Kenny Louden 5 months ago in Connect for Web API 0 Shipped

Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

Problem: Due to size of our ProPricer database, when exporting data out of ProPricer using Integration Pro, we only pull records for recently created or modified proposals. We then must merge these changes with the existing proposal records that w...
Guest 2 months ago in Integration Pro 0 Shipped

Bring back Pivot table for Connect for Office

No description provided
Guest about 1 year ago in Connect for Office 0 Shipped

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 about 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

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

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

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.
Aaron Hale almost 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.
Aaron Hale about 2 years ago in Connect for Office 0 Shipped