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Add "Last Contacted By" as a field for Contact/Account
There is a "Last Contacted On" field that is standard in Dynamics for Contacts and Accounts. In CRM 2015, we had a field called "Last Contacted By" which was extremely helpful that was scripted in by KORE. This field seems like it should have been...0 Future consideration
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Adding Ticketing Data Manager to business accounts in Sales Cloud
We would like to add the Ticketing Data Manager to business accounts in Sales Cloud so that our reps will not have to create a person account in order to generate an Archtics account ID. This creates needless discrepancies in our system.0 Needs review
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Strip content between "+" and "@" when applying dedupe logic for email addresses
An increasingly popular feature in Gmail and other providers is the ability to add descriptive text by including a "+" sign in email address without impacting the deliverability of messages. For example, John Doe receives messages sent to both joh...0 Future consideration
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Additional Recipient Data in the Activity screen
Within the Activity screen (under the recipient info at the top of the screen). We would like to add the following fields to populate in the activity screen if there were data present Contact Job Title Linked Account (company name)2 Needs review
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Ticket order form - special notes field
I’d like to revisit a topic we have discussed in the past as it pertains to order forms. For the special order instructions, we are having an immense pain point with the current configuration of this text existing on one running line. At thi...0 Likely to Implement
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The ability to merge Ticket Sales Opportunities
The idea is simple - allow people to merge Ticket Sales Opportunities. Sometimes, our sales reps create a new opportunity on accident instead of working with their existing TSO for a client. This would be helpful to keep all of the data clean. I...0 Future consideration
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Rep Name to Archtics from TDM
When a rep creates a new Ticketing ID through TDM it would be nice if it would pull that rep name into the Account Rep Name field in Archtics. Currently all new Ticketing ID's get pulled over as 'Customer Service Rep' so then it is an extra step f...0 Future consideration
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Fields to Prepopulate When Creating TSOs Using Fan Finder
Would like to be able to pre-populate other fields that are available on the activity screen when creating activities and opportunities through the fan finder. Currently we are limited to only a few fields, but if they are available on the activit...0 Future consideration
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Percentage Total in Fan Finder
Add a total for all of the percentages you are entering in the fan finder tool, when you do not use the auto calculate so you can tell what percent is left to be distributed.0 Future consideration
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Launch a TSO in FanFinder to Both Accounts & Contacts
When creating a campaign, I'd like to select the Contacts the TSO should be tied to and be able to determine if both the Contact as well as the related to Account to that Contact on the TSO record. This would help us build reports for both contact...0 Future consideration