-
Add ability to round to nearest dollar in deal wizard
Ability to make sure a Deal Sheet only rounds to the nearest dollar and removes any "cents" from Deal Line values. Not sure if there is a clean way of doing it but I see it as a KORE setting. They just never list anything down to the cent and woul...
0
Future consideration
-
Task Types from Service Console
Add ability to select a "Task Type" from the service console tasks area.
0
Future consideration
-
Deal Sheet Grading
Add ability "Grade" a deal sheet based on a variety of inputs. Each input variable would carry a score with it so when a rep builds out a deal, a calculation is done to give an overall Grade to the Deal Sheet. Some examples being used by the T Wol...
0
Future consideration
-
Complex Hustleboard Rules
People love the Hustleboard concept but always want to add extra functionality so I have been thinking of a few upgrades that could make a pretty big impact. 1. Add the ability to create daily/weekly/monthly rules2. In Ticketing version, track dai...
0
Future consideration
-
Add "Module" flag to Users to limit Lookups to relevant users
Most of our legacy systems had the ability to flag a user as which module they use. These flags would be respected in different lookups and filters in the system from the Deal Wizard to Dashboards to Reports where only the appropriate users will s...
0
Future consideration