Ideas & Feature requests (9)

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Productized Financial templates

Posted over 1 year ago by Damien Zwillinger, Last Reply by Damien Zwillinger 12 months ago , 4 Votes

Implemented
Facility to use Slicers for selection of companies, branches, subaccounts and subaccount segments

Posted over 1 year ago by Jeffrey Patch, Last Reply by Gabriel Michaud over 1 year ago , 2 Votes

In Progress
Accounts and Subaccounts with History - Reverse Sorting

Posted about 1 year ago by Kirill Boyko, Last Reply by Gabriel Michaud about 1 year ago

Not Taken
delete hidden rows during distribution

Posted about 1 year ago by Kirill Boyko, Last Reply by Harry Lewis about 1 year ago , 3 Votes
Facility to handle multiple Connections in similar manner to multiple branches

Posted about 1 year ago by Jeffrey Patch, Last Reply by Jeremy Myers 7 months ago , 2 Votes

Deferred
Distribution List - Ability to Export File as a CSV

Posted about 1 year ago by Aaron Franklin, Last Reply by Damien Zwillinger 11 months ago , 1 Vote

Deferred
Customer Sales Details

Posted 12 months ago by Patrick Colgan, Last Reply by Patrick Colgan 11 months ago

Implemented
Auto-close side panel after Refresh

Posted 10 months ago by Amir Friedman, Last Reply by Damien Zwillinger 10 months ago
Facility to hyperlink based on results of Generic Inquiry functions and Writebacks

Posted 10 months ago by Jeffrey Patch, Last Reply by Damien Zwillinger 10 months ago , 1 Vote