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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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When going to ASSET section, have the option to default to "Last Created" or "Most Used" - not alphabetical
When going to ASSET section, have the option to default to "Last Created" or "Most Used" - not alphabetical0 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...1 Likely to Implement
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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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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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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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Re-launch activities to opened TSOs
Functionality in Fan Finder to launch new activities to existing open TSOs. -
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...1 Planned
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Added functionality to bulk edit tool
Create the ability to re check-out contacts as you reassign TSOs/Activities. Ability to reassign TSOs/Activities to multiple reps (similar to how this functions in Fan Finder) at one time Visibility into bulk edit log with added functionality ... -
Copy Tool – Options from one deal to another
Some partnerships have consistent annual options within their deal whether that’s an opt out, ROFR, etc. There should be an ability to copy options to future years like how you can copy billing to future years.