-
Change Follow Up Activity Type
Allow the activity type to be changed on a follow up activity. For example a follow up is scheduled to be a phone call, however the rep changes their mind and wants to make it a text message. The current work through is to cancel the activity and ...1 Future consideration
-
Add Additional Phone Number Formats to Contact Dashboard
We'd like to see the Australian phone number format added as an option to the Contact Dashboard so they're displayed correctly for those clients.0 Future consideration
-
Add an activity date to the Next Scheduled Activity column
There is currently a Ticket Opportunity field titled Next Activity Scheduled that does not pull down any data. It would be extremely helpful (and to us, a necessity) to have the date of the next scheduled activity populated here.0 Future consideration
-
Ability to create new contact directly from Contact Search Wizard if no record is found
When searching the contact search wizard, if no results are found, is it possible to have a button that automatically creates a contact based on the information that was already entered into the search wizard.0 Future consideration
-
Sync Ticket Groups to CRM
If there was one thing in the Archtics data that could be incredibly impactful to have in native CRM, it would be ticket groups. Then any native function could tap into what customers have what tickets. It's funny to think that there is no way in ...0 Future consideration
-
Add Lead Source to To-Do List filter
Similar to how reps can sort or group My To-Do List by certain fields, it would be helpful to have the ability to sort or group by the Lead Source field, or have customization to be able to add any fields the organization would like to this filter...0 Future consideration
-
Separate Season Field for Ticketing and Sponsorship Modules
Since the season field is used for both Ticketing and Sponsorship, ticketing reps will see seasons up to 10+ years in the future on the activity screen due to the seasons that are associated with deal sheets in the sponsorship module. It would be ...2 Future consideration
-
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
-
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... -
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