Release 2025.01 (1/22/25)
Summary of new features in this release
Agreements
CrushBank now offers the ability to ingest ConnectWise agreements into your data lake that you can leverage in the Pod, Web App, and Neuro.
To ingest Agreements, go to Admin and then open your ConnectWise integration form and select Agreements under Import Types.
*Note - CW API User used in CrushBank needs to have the following security modules set for this feature to work. Please check the role and confirm permission exists before proceeding:
- Finance -> Agreements -> Inquire set to All
