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In the TSO, only show the events in the event field based on the division selected
In the TSO, only show the events in the event field based on the division selected Show the closest event on the top of the list0 Future consideration
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Have more choices of colors for Follow-Ups
Right now we only have 5 choices of colors when setting up follow-ups. We would like to get 10 choices. -
Possibility to set an alarm for Follow-ups
Our reps would love to have the possibility to set alarms on follow-ups same way as Outlook works. You can put 15-10-5 minutes reminders. When doing so, the follow-ups would pop up. -
Ability to differentiate between a conversation and voicemail other than the current TSO check boxes
It would be very useful for both sales reps, managers and analytics team members if you could easily see what activities are logged as a voicemail or a conversation. Right now, the ability to check the box "Voicemail" or "Conversation" on a TSO is...0 Future consideration
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To-Do List General Activities Filtering By Ticket Sales Opportunity
Similar to the way you are able to filter your To Do List - Pipeline Activities by Ticket Sales Opportunities ( Status, Division, Product, Rating, Season, Campaign, Comments), it would be extremely helpful to have the ability to filter the same wa...0 Future consideration
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Add "Division" on Billing Manager results
Certain organizations have requested to see Divisions as a column on the Billing Manager search results so they can easily distinguish between certain bills when they select all divisions.
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Future consideration
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Setting Sales Rep in Archtics
We would like to have the sync settings between Salesforce and Archtics set such that the rep that uses the Ticket Manager feature in Salesforce to create an account in Salesforce would be become the sales rep listed on the account in Archtics. Th...0 Future consideration
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Ability to Upload Internal Do Not Call Lists through 'Do Not Call Uploader'
Currently, the 'Do Not Call Uploader' only supports Federal and State type DNC. We would like it to support the “Internal” type too.
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Future consideration
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Description Field audit history capability
Liverpool have requested that a historical record is kept of all the data that ever existed in the field. typically this overwritten by the sales agent. Ideally it would be good to have a historical record of this field for referencing purposes.
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Future consideration
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Prompt user to delete or set cancelled or complete status for activity that no longer exists in CRM instead of giving an error
When an activity has been deleted in CRM, there is no easy way to clean it in PSS. It would be good to give user an option to either delete the activity or set it to complete or cancelled status. Currently it just gives an error that Activity wit...0 Future consideration