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Numa Networks is a web application with built-in integration of AutoTask Software. It is useful for adding custom opportunities in the AutoTask and representing them in an excel sheet view.

Request for Consultation

Objective

The client contacted us with a requirement for a web application to enable users to add opportunities (Sales Quotations) in AutoTask Software. The client also wanted us to build an application that can represent these opportunities in an excel sheet view.

The Challenges

AutoTask SOAP APIs Integration
Fetching opportunities and restructuring the response data so that we can represent them in sheet-like view categories by Year(Current and Upcoming 2 Years), Categories and Months
Export the opportunities with the same sheet look and feel as PDF

Our Solution

Our in-house team integrated AutoTask SOAP APIs. We also facilitated the users to export the opportunities with the same look-and-feel in the PDF.

Features

Login with Email, Password, and Verification Code from TFA apps like Microsoft Authenticator, Google Authenticator, etc.
If Users log in the First time, they will be asked to set up TFA by scanning QR Code
Users can change passwords, by adding an EMail-ID and Verifification Code and then New Password
The user is logged out after a session of 1 hour
Users can see a List of companies fetched from AutoTask in Home Screen
Users can change the logo of the company
Users can change the theme of the sheet

System Admin can add users
System Admin can change a user’s password by adding Email and New Password
On Clicking company, users can see Opportunities of current and upcoming next 2 years fetched from AutoTask and Custom Opportunities added in the app database
View the opportunities in a sheet-like a look and feel categories by Year, category, and Months
See opportunities details by clicking on a particular opportunity cell
Can change the background of a particular cell Export the opportunities as PDF with the same look and feel of the sheet