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Deal Sheet Rollover Tool - Provide Rate Card(s) for selection if multiple rate cards exist.
The deal sheet rollover tool displays the following warning "Warning: The following rate cards do not have an equivalent in the next season" when attempting to roll a deal which has a rate card for the next season but the inventory item has multip...
Created 05 Jul 15:56 by Bree Green
Sponsorship & Partner Engagement
0
Future consideration
2
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Add Deal Rating as an option when creating Approval Criteria
I want to be able to require that the rating field be populated.
Created 28 Jun 16:01 by Jared Carlisle
Sponsorship & Partner Engagement
2
Already exists
1
Vote
Limit Display of Future Seasons in Ticket Sales Opp Area of Activity Screen
Is it possible to only have some future seasons visible on the call screen as opposed to this long list? Business Reason: Want to prevent people from entering seasons that aren’t active.
Created 12 Jun 19:25 by Sam Hubble
Ticketing & Fan Engagement
0
Future consideration
1
Vote
Display Sum of the Adjusted Value of Deal Lines in Deal Sheet Form
Sum up the adjusted value on the deal sheet form so that the selling rate it multiplied by the quantity and number of events. This would help anyone who is trying to reconcile a particular deal sheet.
Created 06 Jun 22:57 by Jared Carlisle
Sponsorship & Partner Engagement
0
Will not implement
1
Vote
Group Package Header and Components Together on Deal Line Grid
Sort the Deal Sheet deal lines so that the package header is above the components and group the components under the header and then identify the header line as such and identify the component line as such.
Created 06 Jun 22:56 by Jared Carlisle
Sponsorship & Partner Engagement
2
Future consideration
1
Vote
Hide division in Deal Sheet Wizard when no inventory for selected season exists.
In the drop down for division on the inventory tab of the Deal Sheet Wizard show only the divisions that have inventory for the selected season. We have two divisions where we've sold the company and don't sell sponsorship for them anymore and wou...
Created 06 Jun 21:17 by Jared Carlisle
Sponsorship & Partner Engagement
0
Future consideration
2
Vote
Add Legal Name as a Searchable Field When Searching Deal Sheets
Is it possible to add account legal name as a “find” field in the deal sheet search box? Our finance & legal team are on the system and occasionally need to search for accounts when all they have is the legal name (because that is what was lis...
Created 01 Jun 15:15 by Lisa Beno
Sponsorship & Partner Engagement
0
Future consideration
1
Vote
Add additional Activity Colors
Are we able to add more? If so I assume we use the web colors by name? https://www.w3schools.com/colors/colors_names.asp
Created 10 May 16:48 by Guest
Cross-Product
0
Future consideration
1
Vote
Add Ability to Reactivate Deal Lines
It would be useful, as an administrator, to be able to reactivate deal lines that were deactivated by mistake when someone is making changes to a deal sheet rather than having to email help desk.
Created 03 May 21:49 by Jared Carlisle
Sponsorship & Partner Engagement
0
Future consideration
2
Vote
Rebuild User Interface & Extend Capabilities of Duplicate Identification Tool
Notes on Ways to Improve the Dedupe Tool More automatic Ability to dedupe, auto-create and auto-append Note: Supposedly our old dedupe imported from MSCRM 4.0 was much better than the current one Specify rules Reliability Output results Notific...
Created 01 May 14:39 by Guest
Cross-Product
0
Planned
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