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Archtics Attendance Reporting Filter Ability
In the attendance data that feeds through from Archtics, the overall figures on accounts are incorrect. This stems from the inclusion of XTRA events which aren't necessarily used, MONEY events which is used to track the funds paid, along with Non ...0 Needs review
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Add Hard Cost field for Bonus Line Items
It would be helpful to add an area where you can associate a hard cost with a bonus line item for teams who have the Sponsorship module and KONNECT for Activation. This will specifically help out right now as teams are adding bonus line items to d...0 Needs review
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"Overdue" and other relative date options on task reports
Right now, the date filter on the reports in KONNECT only supports a specific date so there is no way to run a report for "overdue", next week, last month, etc. In general the date filter needs much more flexibility.0 Needs review
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Lost Deals shouldn't be inactive
Needs a little fleshing out, but I think that Closed Lost sponsorshop deals should NOT be inactive, only deals closed in error should truly be inactive. We need another active Deal Status for "Closed Lost" (like Draft, Proposed and Contracted). Al... -
Ability to deactivate event lists in bulk
Frequently teams need to deactivate event lists in their systems and currently support has to submit a datafix escalation to dev.0 Needs review
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Allow change of sale type on deal seasons within multi-year deal
Right now, the only season of a multi year deal that you can set the sale type (new, renewal, existing) for is the first year. However, one thing everyone always struggles with is how to handle option years. Example: 5-year deal, option after year... -
Sync Ticket Groups to CRM
If there was one thing in the Archtics data that could be incredibly impactful to have in native CRM, it would be ticket groups. Then any native function could tap into what customers have what tickets. It's funny to think that there is no way in... -
Connect Event Assignment on Sponsorship Inventory to KONNECT
There was a feature in Sponsorship + Service Console that uses the "Event Assignment" to auto schedule inventory into events once contracted. For seasonal assets, it would be great to have this ability again. Right now its very tedious to do it fo... -
Linked Deals Created by Cloning or Rollover Tool
This should be a simple to implement yet powerful change. There are two ways deals get created from another deal: Clone button or the Copy Forward option of the Rollover tool. Since you are creating a new deal sheet from another deal sheet, why no... -
Add Related TSO / Activity to Premium Deal Page
Currently you cannot access the TSO and related activities from the Premium Deal sheet. You can log activities that are related to the deal, but not the TSO that is associated. If you are able to access that TSO record on the activities screen th...1 Needs review