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Allow Syncing of Archtics Memos to Native Activities
With the move to using more native CRM side functionality, esp. in Salesforce, it would be helpful to have the option for Archtics memos/notes to get pushed into SyncedActivity and have native activities/tasks created for them so they can appear i...0 Future consideration
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Deal Sheet Rollover Tool - Provide Rate Card(s) for selection if multiple rate cards exist.
The deal sheet rollover tool displays the following warning "Warning: The following rate cards do not have an equivalent in the next season" when attempting to roll a deal which has a rate card for the next season but the inventory item has multip...0 Future consideration
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Download "Paid Partnership With" on Instagram
Instagram has a designated spot to tag commercial partnerships with brands on posts. This was implemented in 2017 to clearly and transparently communicate that their was a paid agreement between brands. When updating partners and tagging them exte...0 Future consideration
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Add Legal Name as a Searchable Field When Searching Deal Sheets
Is it possible to add account legal name as a “find” field in the deal sheet search box? Our finance & legal team are on the system and occasionally need to search for accounts when all they have is the legal name (because that is what was lis...0 Future consideration
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Microsoft NAV Support
Need help to make the major shift to a new ERP?, Nevas Technologies can help support your current Microsoft Dynamics NAV Environment irrespective of the version that you are on. We provide Functional, Technical, Production support and Infrastructu...0 Future consideration
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See another user's ToDO List
It would be helpful if we could Switch User in the Kore ToDo List, potentially by adding an Owner field (that defaults to the current logged-in person) to the Filters section of the ToDo List. The ToDo list is great for showing me my calls for tod...0 Future consideration
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Additional Archtics Rep Field on Contact
The group rep field is a new unmapped field that we created. Ideally, there are 5 rep fields from Archtics that we’d like to map: Premium Sales, Premium Service, Fan Relations, Season Account Exec, and Group Account Exec. Are there any additional ...1 Future consideration
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Dynamic Fields on call screen based on security roles
Our service team uses TSO for service call campaigns . Previously we had required an event for all wins using the call screen configuration tool. However, most service campaign wins won't be associated to an event. Can we have the event field and ...0 Future consideration
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Add ability to Merge from the KORE Contact Search Wizard
Merging from the Contact Search Wizard would eliminate the rep having to re-search the contact in the contact entity and be able to marge from the search results. I believe this functionality was available in the legacy prodcut.0 Future consideration
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KORE Activity Screen: Add ability to cancel an Appointment and schedule a new activity at the same time
A rep schedules an appointment, but then the lead cancels the appointment on the rep. The rep doesn’t have an easy way to either: Cancel that appointment and create a new phone call in the SAME opportunity Convert that open appointment into the n...0 Future consideration