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Add Category & Sub-Category to Touchpoint Bulk Uploader
Currently touchpoints can be loaded into the system quickly in bulk via the uploader. However, when these activities are created, they are not assigned a category or sub-category. This results in a bunch of un-categorized data in our Tableau repor...0 Future consideration
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Change default campaign for new sales opportunity when using AdHoc Campaigns (ZD 7248)
I want to be able to set default campaign per "regarding" type on CallSave screen so that when I choose "Regarding" corresponding default AdHoc Campaign gets selected. Currently there is a setting that controls this when client is not using Ad...0 Future consideration
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Append User to Workflow Approval History for Workflow Resets
Throughout the sponsorship approval workflow, there are times where the workflow is reset for various reasons. It would be very beneficial to show which user reset the workflow within the Approval Workflow History grid to trace back who reset the ...0 Future consideration
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Detect and update Ticket Sales Opportunity (TSO) Status Reason in PSS when client updates Status Reason picklist options in Dynamics
When client changes Status Reason picklist values on TSO entity, all existing TSOs with that status in KORE PSS DB do not get changed and stay with the old status. Proposed idea: Develop a way to detect such change and resync all TSOs that fall i...
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Future consideration
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Contract Gallery
General Idea: It would be nice if there was a 'contract gallery' where documents associated to deals were stored for all deal sheets. The contract gallery would allow the end user to more easily locate and print/distribute these documents, as need...0 Future consideration
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Hard Cost Distribution
Add settings to the rate card that allow a team to determine how hard costs are put into the deal. Setting preventing the hard cost from being rolled over into future seasons. Setting that allows the hard costs entered on the rate card to be dist...0 Future consideration
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Group Packages in the Deal Sheet Form
Group the Packages in the Deal Sheet Form just like it is in the Wizard and allow for expanding them to see the revenue associated to the components. -
Ability to change some things in a Deal Sheet Wizard without unlocking deal.
I'd like to be able to have a user change some fields of my choosing that can be edited after the deal has been locked. I would think it would be that I can choose what roles can change what. -
Add Upsell to Sale Type Picklist Values
Hello, I think it would be quite helpful to see "Upsell" added as a value for sale type in the sponsorship module. We track upsell a bit differently than renewals, and don't really consider them totally new or totally renewal revenue.0 Future consideration
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KorePss - SyncedContacts Table Update
We came across an instance where we needed to match a list of Salesforce ID’s to their respective Archtic ID’s, and decided to use the table syncedcontacts that’s a part of the KorePss schema to accomplish that. Further inspection revealed that th...1 Future consideration