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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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Sponsorship Prospecting Campaigns
Would like the ability to group together strategic outreach to a list of prospects. This would include: Bulk Create Deal Sheets w/ ability to tie them together via Campaigns Be able to add a Deal Sheet to a Campaign ad-hoc Be able to report on the...
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Planned
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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. -
Allocate Deal Cash and Barter Separately
Within the deal manager, total deal revenue can be allocated by asset (or division) but there does not exist the ability to allocate cash and barter revenues separately. Ideally this would exist within the Revenue Allocation tool. This is a busine...0 Needs review
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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
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Allow Syncing of Archtics Memos to Native Activities
With the move to using more native CRM side functionality, esp. in Salesforce, it would be helpful to have the option for Archtics memos/notes to get pushed into SyncedActivity and have native activities/tasks created for them so they can appear i...0 Future consideration