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Assign Deal Member from Deal/Batch Update
We'd like the system to assign Konnect Deal Members based on the Coordinator(s) listed on the deal. If automatic assignment is not viable - as an alternative we'd like to suggest the ability to batch update Konnect Deal Members.The Deal Members be...0 Needs review
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Sync solicit_emailfrom Archtics into CRM/PSS
When both the club and the stadium use TicketMaster, membership purchases as well as retail/casual ticket purchases about both bought across into Kore through the Archtics integration (TM sync the membership/retail databases on their side). This i...0 Needs review
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Fan Finder Rep Sorting
A button to do opposite alphabetical order so that the names at the bottom don’t always get less activities… ☹Or even better if you could sort yourself so that your veteran reps can get more and inside sales set to get less.I know you can change t...0 Needs review
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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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Filter "No of Events" by "(S)" or "(B)"
Currently, there doesn't seem to be a way to filter reports in Konnect where the number of events is "(S)" or "(B)". Being able to do so would be hugely helpful.0 Needs review
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To-Do List
It would be great to have the ability to change the default view of My To-Do List to all activities due today only, not those due on or before today (create a separate section for overdue activities).In the future, it would also be great to see a ...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...2 Needs review
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Add "Last Contacted By" as a field for Contact/Account
There is a "Last Contacted On" field that is standard in Dynamics for Contacts and Accounts. In CRM 2015, we had a field called "Last Contacted By" which was extremely helpful that was scripted in by KORE. This field seems like it should hav...0 Needs review
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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
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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.