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Open Premium Deal Wizard from Activity Screen
I'd like to see the premium deal wizard open after clicking "Check Out" from the visualizer when getting to the visualizer from the Activity Screen. I feel that it's confusing to the rep in that they don't always realize they need to go in and fin...0 Future consideration
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More detail on the regarding field in Activity Screen
I'd like to see more detail in the Regarding drop down from the activity screen. Especially when it's referencing a deal sheet. Currently it just shows the deal number, but having additional detail would help. Some ideas would be: Start & End ... -
Denote Ticketing System of Primary Account number for multiple database situation
Would like to be able to search for a contact and see which of our two ticketing databases an account number is associated with before opening up the contact page. Would also like to see the ticketing system displayed as a field potentially, espec...0 Future consideration
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To-Do List Calendar View
A calendar view of the To-Do List that shows a 3-5 day window chosen by the user, whichever makes sense given space. Each Day will have a grouping that is chosen by the user. The fields we’d like to see for grouping options would be 1. Status Reas... -
FanFinder - Customization of Renewal Template
We would like to have the ability to customize the columns in the renewal template in Fan Finder. With our new Fan Journey, we would like to be able to upload using ContactIDs instead of Ticketing ID/Ticketing Database. This could also assist in t...1 Already exists
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Ad-Hoc Campaigns by Rep/Team/Security Role
Right now, all ad-hoc ticketing campaigns are shown to all reps, but would be helpful if only certain reps or teams saw the campaigns that their team was working on since different teams work on different campaigns. Could do this by rep, by team, ...0 Future consideration
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KORE Modules on Mobile App
Would love to have the ability to use CRM and KORE functionality through the Microsoft Dymanics app, or through a KORE app from an admin level as well as a user level. This way we can distribute leads, view reporting, etc. all on our smart phones ... -
Add newly created contacts to marketing list using the Duplicate Identification tool
Currently using the Duplicate Identification tool, you can only add the matched contacts to a marketing list. Would be very helpful to add the newly created contacts to the same marketing list that way you don't have to add them after the fact. Th... -
Sponsorship Goals on the Account
Our organization determines Sponsorship goals based on the account book that a sales person has and in doing so when an account changes their overall goal changes. We'd like to be able to associate a goal with either a sales person or an account, ... -
FanFinder - Ability to Search for Inactive Contacts
With Fan Finder, we find that in many of our searches, we are having to manually search for contacts that do not appear in our list by using Advanced Find to search for their email, Ticketing ID, etc. We would like to have the ability to toggle a ...