[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n
New Features<\/p>\n
[\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n
For Clients integrated with Pipeline Business Intelligence (BI Reports), we now have an updated version of the Sage BI Report to get the data directly from Pipeline Purchasing. Contact Support at specitup.support@strongtie.com<\/a> to setup BI in your Pipeline Sales accounts.[\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3362″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n For Clients integrated with Pipeline Business Intelligence (BI Reports), we have updated how we display Adjustments in the Options Summary BI Report.<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3365″ img_size=”300×100″ onclick=”link_image”][vc_single_image image=”3364″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n We now have added fields in our existing endpoints in our Web API to include the following fields:<\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][vc_single_image image=”3376″ img_size=”300×100″ onclick=”link_image”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text]<\/p>\n For Clients integrated with Pipeline Sales, we have updated our Dynamic Tags for Custom Fields impelemented last April with better indexing.<\/p>\n We matched the indexing with our Default Document Template tags for consistency.To see the complete list of Document Template tags, you can visit this link here:\u00a0https:\/\/ps.pipelinebt.app\/document-template-tags<\/a><\/strong><\/p>\n [\/vc_column_text][\/vc_column][vc_column width=”1\/3″][vc_empty_space height=”50px”][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_separator][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n Enhancements<\/p>\n [\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text]<\/p>\n [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row row_type=”row” stretch_row_type=”no”][vc_column][vc_column_text] New Features [\/vc_column_text][\/vc_column][\/vc_row][vc_row row_type=”row” stretch_row_type=”no”][vc_column width=”2\/3″][vc_column_text] August 11, 2023 | Here are the new updates and features applied: Sage BI Report For Clients integrated with Pipeline Business Intelligence (BI Reports), we now have an updated version of the Sage BI Report to get the data directly from Pipeline Purchasing. Contact Support at […]","protected":false},"author":625,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template-page-full-width.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3356","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/users\/625"}],"replies":[{"embeddable":true,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/comments?post=3356"}],"version-history":[{"count":0,"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/pages\/3356\/revisions"}],"wp:attachment":[{"href":"https:\/\/help.strongtietech.com\/pipelinesales\/wp-json\/wp\/v2\/media?parent=3356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Option Summary BI Report<\/h3>\n
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Additional Fields in our Web API<\/h3>\n
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Dynamic Tags for Custom Fields<\/h3>\n
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\n Example:<\/strong>\nRegistrants Assigned in the same Contract<\/th>\n Example:<\/span><\/strong>\nCustom Field is EMPLOYER<\/span><\/th>\n<\/tr>\n \n Registrant\/Main Buyer<\/span><\/strong><\/td>\n CT_EMPLOYER\nor CT_EMPLOYER_1<\/span><\/strong><\/td>\n<\/tr>\n \n Co-Buyer 1<\/span><\/strong><\/td>\n CT_EMPLOYER_2<\/span><\/strong><\/td>\n<\/tr>\n \n Co-Buyer 2<\/span><\/strong><\/td>\n CT_EMPLOYER_3<\/span><\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n \n