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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...
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Future consideration
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Task Types from Service Console
Add ability to select a "Task Type" from the service console tasks area.
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Future consideration
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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...
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Future consideration
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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...
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Future consideration
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Delivery Requests & Approval Queue
Ability for external users to request allocations for specific events and provide users an "approval queue" to review requested allocations. This will serve the purpose that a ticket request tool would have but ties directly into a service console...
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Future consideration
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File Sharing Visibility (Public, Internal Only, User-Specific)
As an internal user, when I upload a file to KONNECT, I need the ability to specify the visibility and who should be able to access the file. These options should be: All Team Members - my internal team members can all see the file All Deal Member...
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Future consideration
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Share a deal with an Org
Add ability to share a deal with an existing User(s) or Org. This way if Coca Cola is a paid customer, a team can share it with the Org instead of the individual users. Need to be delicate with if this should go to the FULL org or just a subset of...
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Future consideration