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Configurable Deal Sheet Fields on Activity Screen
Can we make it configurable which fields show and are mandatory on the “Deal Sheet Opportunity” section of the Activity Screen. Just like the Call Screen Field Configuration, we should have a list of available fields to add. I’m thinking specifica...
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Future consideration
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Append Deal Seasons and Annual Gross to Deal Sheet Information on Activities
When sponsorship reps create activities and set them regarding deal sheets there is no pertinent information that differentiates the deal sheets from one another in the drop down. It would be extremely useful to have the start and end season as we...0 Future consideration
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Add "Last Modified By & Date" to sponsorship deal sheets
Display "Last Modified By & Date" on sponsorship deal sheets (the flat online version, not the PDF) plskthx0 Likely to Implement
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Create a tool to bulk-update KORE entities using KORE API
Frequently clients require to perform bulk updates to kore_ entities after e.g.: contract rollover in batch - Update contract Stage to something other than the original. There could be other various reasons for this. If KORE had a bulk-edit AP...0 Future consideration
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Fields to Prepopulate When Creating TSOs Using Fan Finder
Would like to be able to pre-populate other fields that are available on the activity screen when creating activities and opportunities through the fan finder. Currently we are limited to only a few fields, but if they are available on the activit...0 Future consideration
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Sold Out Calculations
Looking to see if the Sold out calculation can only include contracted and proposed deals. Not everything in draft gets closed and it's more realistic to see what level the inventory is at only calculating on the other two.0 Future consideration
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Percentage Total in Fan Finder
Add a total for all of the percentages you are entering in the fan finder tool, when you do not use the auto calculate so you can tell what percent is left to be distributed.0 Future consideration
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Add two taxes fields and do auto calculation of the amounts
We'd like the ability to add two taxes fields on the Suite & Premium module when creating a deal sheet. The amounts should be calculated based on the % of taxes that we have set up.0 Future consideration
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Create Option to Reset Deal Sheet Workflows in Bulk and Clear History
If you open a deal sheet flat version you have the option to click on the "Reset Workflow" button at the top of the page. Users would benefit from having a feature to this in bulk (like bulk locking/unlocking deals). Additionally, it would be bene...0 Future consideration
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Launch a TSO in FanFinder to Both Accounts & Contacts
When creating a campaign, I'd like to select the Contacts the TSO should be tied to and be able to determine if both the Contact as well as the related to Account to that Contact on the TSO record. This would help us build reports for both contact...0 Future consideration