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Show Events & Important Dates on Home Calendar
Along with seeing tasks, it would be great to see events such as matchdays, concerts and other important dates such as bank and national holidays on the Home Calendar to draw a more complete picture. Additionally, it would be nice to click on a pa...
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Planned
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Ability to add Links as files
Like Trello, where you can add an array of photos, excel and word files, etc. Would be great in the Files sections of a deal to be able to paste a link in the same area instead of just files.0 Future consideration
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Package Inception: Package as Component within Another Package
It would be helpful if I had the ability to add an existing package with all its components into another package. Our team utilizes the package functionality significantly and we have noticed there are packages with components that we would like t...0 Planned
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Cases Available on To Do List
Take the basic functionality of the Pipeline Activities tab on the To Do list but for Cases. - Filter by the same Activity fields as Pipeline Activities - Filter by the fields on the case like the TSO filters but for fields like Type, Priority, S...0 Planned
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Assign Deal Member from Deal/Batch Update
We'd like the system to assign Konnect Deal Members based on the Coordinator(s) listed on the deal. If automatic assignment is not viable - as an alternative we'd like to suggest the ability to batch update Konnect Deal Members. The Deal Members b... -
Custom Deal Efficiency Calculations
Ability to customize how the efficiency is calculated on deals. For example, (Net Contract Value - Hard Cost)/Rate Card = Efficiency The functionality should be flexible to allow any type of custom efficiency calculation that can be managed thro...2 Likely to Implement
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Archtics Attendance Reporting Filter Ability
In the attendance data that feeds through from Archtics, the overall figures on accounts are incorrect. This stems from the inclusion of XTRA events which aren't necessarily used, MONEY events which is used to track the funds paid, along with Non ...0 Future consideration
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Lost Deals shouldn't be inactive
Needs a little fleshing out, but I think that Closed Lost sponsorshop deals should NOT be inactive, only deals closed in error should truly be inactive. We need another active Deal Status for "Closed Lost" (like Draft, Proposed and Contracted). Al...2 Future consideration
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Add Related TSO / Activity to Premium Deal Page
Currently you cannot access the TSO and related activities from the Premium Deal sheet. You can log activities that are related to the deal, but not the TSO that is associated. If you are able to access that TSO record on the activities screen tha...1 Future consideration
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Limit Sale of Package if Components are Sold Out
Packages and components within a package each contain their own seasonal settings. Packages deprecate from the component inventory, however, components do not have any affect on package inventory. Due to this, inventory may be oversold due to the ...