-
Deadline Reminders
I'd like to have the ability to select if a task should send a reminder 21, 14, 7, and/or 1 day before the due date. This would be in addition to the daily & weekly digests as dedicated emails that would be sent to the Task Members as a remind...
0
Future consideration
-
Additional Filter On The Deal Sheet
It would be nice if we could have a filter by year on the "Bills" sections of the deal sheet. Currently you can filter by year on the inventory, Bonus Deal Lines, Trade Items. However there's no filter options on Bills.0 Future consideration
-
Bulk Edit Wizard: Assign open activities and open TSO's to tagged Sales Rep
It would be nice to have a button or drop down to assign Open Activities and Open TSO's to the Tagged Sales Rep without having to search the list for the correct owner.0 Future consideration
-
Additional Filter for Activity iframe on Contacts Page Layout
Our organization uses Pardot for mass emails and this tends to clutter up the activity screen. I would want to capability to have an additional filter for the activity iframe that shows all activities except for Pardot emails. This will help reps ...0 Future consideration
-
Product -> Product 2 mapping
Allow for Product -> Product 2 mapping, similar to how there is Division -> Product mapping. This would remove issues in reporting where a sales rep has used a Product and Product 2 combination that doesn't match.0 Future consideration
-
Add account name to call screen
Add "Account" under the Recipient name on the call screen. To save time some of our reps will open new leads in new tabs in their browser and hammer through them that way instead of going back into the "To Do List" after making each call. If the c...0 Future consideration
-
Add "Category" column before "Product" on product search result popup window (ZD 17130)
Can we look into if we can add a column for ‘Category’ on the ‘Product’ search result window? To get to this window, you would need to: Open an existing Deal Sheet Wizard Navigate to the Inventory Tab Select “All” for Divisions Hit the 🔎 (search ...0 Future consideration
-
Drip Campaign Control Buttons
Have "pause"/"cancel"/"edit" button for drip campaigns made in Fan Finder.0 Future consideration
-
Sort Location Search Results by <Section, Row, Seats> instead of <Seats> on Premium Deal Wizard
On the ‘Deal Details’ page of the Premium Deal Wizard, when we add a Location by clicking on the “+” button, the results are currently sorted by Seats. For example: When I search for Section 109, it displays results where all Seat 1s are shown tog... -
Fan Finder Filter by "Ticketing IDs" Could Ignore Blanks
When adding contacts to fan finder via the "Ticketing IDs" filters, the tool should be able to ignore spaces before and after each account id instead of throwing an error0 Future consideration