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Syncing Archtics fields to Dynamics
We are wanting to use to List Codes and Account Groups fields from Archtics to segment contacts in Dynamics Marketing. If those fileds were pushed into CRM directly, we could segment off them. We would also like 'Salutation' field to by synced for...0 Needs review
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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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Setting up logic for the Primary Account in CRM
When we are mapping records from a custom workflow/Helix the email that is pulled into Dynamics Marketing segment is the email associated with the primary account. This causes a potential problem if the contact purchased from the secondary account... -
Adding Coordinator Filter to Activate Tableau Reports
We are looking to have a coordinator filter applied to all Activate Tableau reports. With accounts shifts, turnover, and new activation members joining our team, we'd prefer to have these reports filtered by the members working on the accounts, ra...0 Needs review
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Dynamic Search and Filtering in New List Views
The search in all new list views (deal sheets, inventory, etc.) is very limiting in that you can't search for a specific term and see results in every column that search terms appears. For example, if you search by last name ("Pierce") in the deal...0 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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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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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.