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Include the "Questions" tab from Archtics in DWA
TM allows teams to add custom questions in Account Manager, and the data lives on the account profile in Archtics. We ask questions during the renewal process regarding playoff ticket access and terms and conditions agreement. It would be helpful ...0 Needs review
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Additional Recipient Data in the Activity screen
Within the Activity screen (under the recipient info at the top of the screen). We would like to add the following fields to populate in the activity screen if there were data present Contact Job Title Linked Account (company name)0 Needs review
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Real time table for archtics.ticket
With the real-time tables for attendance and ticket exchange, we're pretty close to being able to identity all accurate ticketholders! But there remains a gap without having the ticket table itself.0 Needs review
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Resolve missing Host tickets that don't make it into the Archtics tables
There are tickets sold on Host which do not make it into the Archtics tables. Therefore reporting is off by those sales when using the KORE DWA.0 Needs review
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Arena Host data not in DWA or Helix
We want Arena Host data (who bought arena concert tickets?) in our DWA.1. Create ticket/revenue summaries on arena concerts in our DWA 2. Create tags in Helix for arena shows (who were the buyers for New Kids on the Block?)1 Needs review
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Approval Workflow – Single step backwards instead of full reset
Sometimes individuals will accidentally push something to far through the workflow and need to get back a single step rather than reset the whole thing. Resetting the whole workflow just causes a ton of additional emails sent out as a deal is push...2 Likely to Implement
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Add "Last Activity Date" to the To-Do List
Add a column for "Last Activity Date" on the To-Do List to show reps the last time they reached out to their prospect. This will be helpful for reps because it will allow them to know how long it has been since their last call without having to go...17 Planned
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Re-launch activities to opened TSOs
Functionality in Fan Finder to launch new activities to existing open TSOs. -
Update Account/Contact Phone Numbers to use the tel: protocall for one click dialing
On Contact/Account pages where it lists the phone numbers, email addresses, and address, right now only the email is a clickable "mailto:" protocol link which will open the default email app and allow a user to quickly email that person. We would ...11 Future consideration
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Asset Grouping & Packaging
Packaging in the system is not tailored to partnerships at all. It assumes that a package is a standard set of assets that are consistent for a set of events and then requires an additional line item in the inventory for the package title for easy...