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Download files in bulk for a specific asset
I'd like the ability to pull a report for a set of assets and in a single click, download ALL attachments at once instead of clicking into each deal asset and downloading the files individually. For example, if I have 20 partners that all have adv...
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Future consideration
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Deadline Reminders
I'd like to have the ability to select if a task should send a reminder 21, 14, 7, and/or 1 day before the due date. This would be in addition to the daily & weekly digests as dedicated emails that would be sent to the Task Members as a remind...
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Future consideration
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Cross-Client Deadlines
When setting asset deadlines, I'd prefer to get a top level summary of the deadline and then view all the affected partners. Right now, if 12 partners have the same asset with an upcoming deadline, I see the deadline 12 times (one for each partner...
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Returned for specifics
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Unhide "Voided"Invoices
Unhide the “Voided” invoices on the deal sheet? We can see the Projected and Invoiced but would be helpful if we could see anything that was voided.1 Already exists
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Additional filters on Inventory items
It would be nice to be able to filter the inventory by Division, Category and Product. Currently you can only filter by Inactive, Active and All Inventory. -
Additional Filter On The Deal Sheet
It would be nice if we could have a filter by year on the "Bills" sections of the deal sheet. Currently you can filter by year on the inventory, Bonus Deal Lines, Trade Items. However there's no filter options on Bills. -
Bulk Edit Wizard: Assign open activities and open TSO's to tagged Sales Rep
It would be nice to have a button or drop down to assign Open Activities and Open TSO's to the Tagged Sales Rep without having to search the list for the correct owner.0 Future consideration
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Additional Filter for Activity iframe on Contacts Page Layout
Our organization uses Pardot for mass emails and this tends to clutter up the activity screen. I would want to capability to have an additional filter for the activity iframe that shows all activities except for Pardot emails. This will help reps ...0 Future consideration
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Product -> Product 2 mapping
Allow for Product -> Product 2 mapping, similar to how there is Division -> Product mapping. This would remove issues in reporting where a sales rep has used a Product and Product 2 combination that doesn't match.0 Future consideration
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Add account name to call screen
Add "Account" under the Recipient name on the call screen. To save time some of our reps will open new leads in new tabs in their browser and hammer through them that way instead of going back into the "To Do List" after making each call. If the c...0 Future consideration