Ideas & Feature requests (9)

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Facility to hyperlink based on results of Generic Inquiry functions and Writebacks

Posted 8 months ago by Jeffrey Patch, Last Reply by Damien Zwillinger 8 months ago , 1 Vote
Auto-close side panel after Refresh

Posted 8 months ago by Amir Friedman, Last Reply by Damien Zwillinger 8 months ago
Customer Sales Details

Posted 10 months ago by Patrick Colgan, Last Reply by Patrick Colgan 9 months ago

Implemented
Distribution List - Ability to Export File as a CSV

Posted 11 months ago by Aaron Franklin, Last Reply by Damien Zwillinger 9 months ago , 1 Vote

Deferred
Facility to handle multiple Connections in similar manner to multiple branches

Posted 11 months ago by Jeffrey Patch, Last Reply by Jeremy Myers 5 months ago , 2 Votes

Deferred
delete hidden rows during distribution

Posted about 1 year ago by Kirill Boyko, Last Reply by Harry Lewis 12 months ago , 3 Votes
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
Facility to use Slicers for selection of companies, branches, subaccounts and subaccount segments

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

In Progress
Productized Financial templates

Posted about 1 year ago by Damien Zwillinger, Last Reply by Damien Zwillinger 10 months ago , 4 Votes

Implemented