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Customizable Contact Dashboard
Add the ability to customize the contact dashboard to show fields and add/remove fields as we want, rather than having the same universal dashboard for all teams that use KORE. For example, we want to add "Job Title" to the dashboard but have no a...0 Future consideration
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Adding to Social Buttons
We can only remove social buttons from configuration that already exist in the system. One of these that exists is the Charlotte Business Journal, which not many customers need access to. Can we add Business Journals pertinent to each market? For ... -
Strip invalid characters from any PSS fields
When client enters some Emoji or symbol characters in any of the text fields, they will frequently fail to render on reports, giving errors This would need to be either replaced or stripped away0 Future consideration
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To-Do List Calendar View
A calendar view of the To-Do List that shows a 3-5 day window chosen by the user, whichever makes sense given space. Each Day will have a grouping that is chosen by the user. The fields we’d like to see for grouping options would be 1. Status Reas...4 Future consideration
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KORE Modules on Mobile App
Would love to have the ability to use CRM and KORE functionality through the Microsoft Dymanics app, or through a KORE app from an admin level as well as a user level. This way we can distribute leads, view reporting, etc. all on our smart phones ...0 Future consideration
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Add newly created contacts to marketing list using the Duplicate Identification tool
Currently using the Duplicate Identification tool, you can only add the matched contacts to a marketing list. Would be very helpful to add the newly created contacts to the same marketing list that way you don't have to add them after the fact. Th... -
Do Not Call Button for Email within Contact Dashboard
Within the contact dashboard, you have the ability to select "Do Not Call" for any phone numbers but are not able to select "Do Not Email" for the primary email. We would like the ability to have a "Do Not Email" button that appears within the con...0 Future consideration
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Touchpoint/Activity Quick Create
Some way to quickly create a touchpoint (and a corresponding activity) while at an event (game) or sales event. Current process you have to navigate to the contact and then create the activity and then fill out all the drop downs to record the act... -
Approval Email Resend
Have some configuration on an approval step where I can schedule a resend of the approval email to the user if they don't take action by a specified amount of time. Also, have a fallback person/group that the approval can be sent to if the assigne... -
Order of Approval Workflows
Order the approval workflow history by date. Also, when refreshing any grid or sorting any grid on a PSS form it jumps the page back to the top, but would be great if it just stayed at the same point on the form that the grid you're refreshing is.