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Email Triggers - Service Console
Is there a way to set up an email to go out to specified employees when certain inventory items get allocated to games? I’m thinking of two examples: 1) Mascot Appearances – once dates are selected for mascot appearances, I’d like our mascot group...0 Future consideration
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Expand Suites "Apply Events" Functionality
This is an important feature request for the premium module that needs to be submitted. In the Premium Module, we have a button on the Event List to “Apply Additional Events to Premium Deals”. Right now this does the action somewhat blindly withou...0 Future consideration
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Add a "Season" toggle to Deal Summary export
We would like to have the option to toggle the season for the Deal Sheet Summary Report from within the Deal Sheet wizard.0 Future consideration
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Make "Since Date" more prominent on Customer Profiles
Add ability to view 'Since Date' as part of the contact dashboard. This should be done when the redesign of the dashboard is completed.0 Future consideration
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Account Purchase History
Can we create a window in accounts that shows the combined purchase history of the contacts associated that account? Could this also be done with activity? This would allow reps to look at the account (company) and see what that company does with ...0 Future consideration
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Create separate Deal Sheets view to show the presence of a Deal but no revenue
Whitecaps want to allow their Ticketing Sales team to have read-only access to Deal Sheets. Current security for deal sheets view also allows some dashboards and tableau related to sponsorship. Whitecaps do not want that. So essentially - create a...0 Future consideration
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Add Checked Out Until to Contact Dashboard
Add "Until 07/21/2015" next to the Checked Out portion of the contact dashboard. Simple and easy win.
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Future consideration
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Deal Threshold Value on Inventory
The Hornets currently have a Deal Threshold field on a rate card to say that "in order to add this item, the deal must be at least $100,000". We could do this through our approval workflow now but in their case they actually had this field populat...
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Future consideration
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Add ability to round to nearest dollar in deal wizard
Ability to make sure a Deal Sheet only rounds to the nearest dollar and removes any "cents" from Deal Line values. Not sure if there is a clean way of doing it but I see it as a KORE setting. They just never list anything down to the cent and woul...
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Future consideration
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Task Types from Service Console
Add ability to select a "Task Type" from the service console tasks area.
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Future consideration