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Add Checked Out By to the Contact Search Wizard
The Contact Search Wizard can filter by Ticketing Groups but isn't able to filter further with Checked Out By which would be very helpful. We would like to use it as a way to identify new buyers, via the Ticketing Groups we've set up, who are not ...0 Future consideration
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Automated/Recurring Campaigns
Create rules to automatically create and distribute campaign opportunities based on various criteria (e.g. single game ticket purchase). This criteria can evaluated on a scheduled basis and automatically send out the next batch of opportunities to...
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Planned
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Cases Available on To Do List
Take the basic functionality of the Pipeline Activities tab on the To Do list but for Cases. - Filter by the same Activity fields as Pipeline Activities - Filter by the fields on the case like the TSO filters but for fields like Type, Priority, S... -
Archtics Attendance Reporting Filter Ability
In the attendance data that feeds through from Archtics, the overall figures on accounts are incorrect. This stems from the inclusion of XTRA events which aren't necessarily used, MONEY events which is used to track the funds paid, along with Non ...0 Future consideration
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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
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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
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Syncing Archtics fields to Dynamics
We are wanting to use to List Codes and Account Groups fields from Archtics to segment contacts in Dynamics Marketing. If those fileds were pushed into CRM directly, we could segment off them. We would also like 'Salutation' field to by synced for...0 Needs review
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Increase bulk edit tool batch size
Is it possible to increase the batch quantity of records when using the KORE Bulk Edit Wizard? I need the ability to cancel the activities and end follow-ups, change objections, close out TSOs, etc. on over 100k records, but going 5,000 (which app...0 Needs review
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Sort TSO and Activity View by Date DESC
Have the most recent activities/TSO at top of views0 Needs review
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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