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Hide Event from Visualizer until Announcement Date
It would be great if the Visualizer had logic (or the option to enable logic) to only display events where the Announcement Date is null or on or before the current date. We're running into a bit of a gap with proactive pricing creation vs go-live...0 Needs review
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Fan Finder Rep Sorting
A button to do opposite alphabetical order so that the names at the bottom don’t always get less activities… ☹ Or even better if you could sort yourself so that your veteran reps can get more and inside sales set to get less. I know you can change...0 Future consideration
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Delivery % Based on $$$
In addition to showing the deliver percentage based on quantity of assets, it would also be nice to show it as a % of $$ revenue delivered0 Needs review
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To-Do List
It would be great to have the ability to change the default view of My To-Do List to all activities due today only, not those due on or before today (create a separate section for overdue activities). In the future, it would also be great to see a...0 Future consideration
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Add "Last Contacted By" as a field for Contact/Account
There is a "Last Contacted On" field that is standard in Dynamics for Contacts and Accounts. In CRM 2015, we had a field called "Last Contacted By" which was extremely helpful that was scripted in by KORE. This field seems like it should have been...0 Future consideration
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Add Hard Cost field for Bonus Line Items
It would be helpful to add an area where you can associate a hard cost with a bonus line item for teams who have the Sponsorship module and KONNECT for Activation. This will specifically help out right now as teams are adding bonus line items to d...0 Future consideration
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Allow Editing of Batch Remarks
Batch remarks are the best way to know what you included in a particular batch without having to open it. However if you forget to leave remarks when you run the batch, its blank forever. PLEASE allow the ability to edit the remarks for a batch af...0 Planned
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Bulk Creation of Deal Sheets For Sales Process
Teams would like to bulk create Deal Sheets at the beginning of the sales process and assign them to team members, similar to the ticketing end. The expectation would be that no Deal Lines would be created as a part of this process, but this would...0 Future consideration
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Adding Ticketing Data Manager to business accounts in Sales Cloud
We would like to add the Ticketing Data Manager to business accounts in Sales Cloud so that our reps will not have to create a person account in order to generate an Archtics account ID. This creates needless discrepancies in our system.0 Needs review
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Display Package Header to Components in a Deal Sheet
Similar to the Deal Wizard, it would be helpful to visualize which deal lines were added as a result of a package on the Deal Sheet. Currently the deal sheet contains all deal lines but there is no way to identify which deal lines are package head...