Below are the anticipated delivery dates of additional releases and enhancements. All organizations with updated licensing will automatically receive enhancements as they are released to the KiPI community.
|
Current Release (v 1.0)
General
- Access to Connectwise Tables
- Ability to sort and filter "views" data
- Ability to export to Microsoft Excel
- SQL Statement Builder
- Implementation of Dashboard tools that
will allow point and time analysis on all
"views" using integrated gadget
architecture
- User Level Security Views
Setup and Administration
- Implementation of Cost of Goods
Sold (COGS) Manager
Service Views
- Access to Timesheets Data
- Access to Open Service Requests Data
- Access to Open Urgent Service
Requests Data
- Access to Service Request History Data
- Access to Timeliness Data
- Access to Project Summary Data
Financial Views
- Access to Invoicing Data
- Access to Revenue Graphs Data
- Access to Products Data
- Access to Employee Billable Data
- Access to Company Billable Data
Sales Views
- Access to Opportunities Data
- Access to Agreements Data
|
Next Release
General
- Ability to save custom layouts
- Tools for migrating to/from Connectwise
- Improvements to dashboard tools
Setup and Administration
- Improvements to COGS Manager
calculations
Service Views
- Access to Survey Data
Financial Views
- Additional functionality supporting to
exporting data for peer group data (HTG /
Service Leadership)
Sales Views
- Commissions Calculator
- Sales Forecasting based on Opportunities
- Access to Activities Data
- Access to Sales Order Data
You tell us what you want !!
|
|
