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Additional Recipient Data in the Activity screen
Within the Activity screen (under the recipient info at the top of the screen). We would like to add the following fields to populate in the activity screen if there were data present Contact Job Title Linked Account (company name)2 Needs review
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KORE Activity Screen: Add ability to specify Priority when scheduling call for later
Currently priority is available when scheduling a follow up call but not when scheduling the same activity for a later date. Can we include the priority when scheduling for a later date?2 Future consideration
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Resolve missing Host tickets that don't make it into the Archtics tables
There are tickets sold on Host which do not make it into the Archtics tables. Therefore reporting is off by those sales when using the KORE DWA.2 Needs review
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Arena Host data not in DWA or Helix
We want Arena Host data (who bought arena concert tickets?) in our DWA.1. Create ticket/revenue summaries on arena concerts in our DWA 2. Create tags in Helix for arena shows (who were the buyers for New Kids on the Block?)1 Needs review
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Ticket order form - special notes field
I’d like to revisit a topic we have discussed in the past as it pertains to order forms. For the special order instructions, we are having an immense pain point with the current configuration of this text existing on one running line. At thi...0 Likely to Implement
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Option to Apply Holds to Events Added to an Event List after the fact
When you apply holds to a suite and event list via visualizer and then add more events to this list afterward, the holds won't apply to the new events on the list. We'd like to have an option (maybe a setting or button) that would allow the user t...0 Future consideration
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The ability to merge Ticket Sales Opportunities
The idea is simple - allow people to merge Ticket Sales Opportunities. Sometimes, our sales reps create a new opportunity on accident instead of working with their existing TSO for a client. This would be helpful to keep all of the data clean. I...0 Future consideration
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Credit Card # Cleaner
Process/script to remove/obfuscate anything that is a regex match for a CC#
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Will not implement
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Deal Sheet Rollover Tool - Display Deals Included in a Batch
When rolling over or cloning deals in the Deal Sheet Rollover Tool (in configuration records) - the batch list should have a feature to display the deals included in each batch. -
Rep Name to Archtics from TDM
When a rep creates a new Ticketing ID through TDM it would be nice if it would pull that rep name into the Account Rep Name field in Archtics. Currently all new Ticketing ID's get pulled over as 'Customer Service Rep' so then it is an extra step f...0 Future consideration