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Renewal Rollover Tool
The Deal Sheet Roll Over Tool used in the Sponsorship module would be helpful for Suites & Premium as well. Each season, we reach out to every full season loft renewal and want to have a draft deal already created for the sales rep. It helps t...0 Future consideration
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Add Hard Costs to Rollover Tool
The deal sheet rollover tool currently takes new rate cards into account when re-prorating deal lines. The rollover tool does not add updated hard costs to deal lines, so we would like to add an option to update hard costs as well.
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Future consideration
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Batch Update Coordinator on Deal Sheet
When there is a large org shift or a team member leaves and we need to reassign their deal sheets it would be a huge time saver to be able to update the coordinators on deal sheets via a batch. Currently we have do make changes manually, one-by-on...0 Future consideration
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Change Follow Up Activity Type
Allow the activity type to be changed on a follow up activity. For example a follow up is scheduled to be a phone call, however the rep changes their mind and wants to make it a text message. The current work through is to cancel the activity and ...1 Future consideration
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Linked Deals Created by Cloning or Rollover Tool
This should be a simple to implement yet powerful change. There are two ways deals get created from another deal: Clone button or the Copy Forward option of the Rollover tool. Since you are creating a new deal sheet from another deal sheet, why no...0 Future consideration
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Add Additional Phone Number Formats to Contact Dashboard
We'd like to see the Australian phone number format added as an option to the Contact Dashboard so they're displayed correctly for those clients.0 Future consideration
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Bulk Update contract Stage
Our clients frequently request update to contract stage in bulk. E.g.: https://koresoftware.zendesk.com/agent/tickets/20052 Currently we do this via script: update cset c.kore_contractstageid = 'xxxx'from kore_contract cwhere c.kore_name in ( )0 Future consideration
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Delivery: Add association between task and delivery record (events)
To prepare for an event, deliver asset for an event all require tasks to be completed. It makes sense to link tasks to delivery record. So automatic validation/checking can be performed. Suggested by Sophia Kim, Hornets @Sarah Koontz Also by Totte...
2
Future consideration
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Add an activity date to the Next Scheduled Activity column
There is currently a Ticket Opportunity field titled Next Activity Scheduled that does not pull down any data. It would be extremely helpful (and to us, a necessity) to have the date of the next scheduled activity populated here.0 Future consideration
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Renewal Rollovers - Create New Deal Sheet Stage and Rating Options
At the moment, when creating new deal sheets via the rollover tool for renewal deals, you're allowed to set the new approval step the renewal deal sheets that get generated go to. However, there's no option to set the stage or rating on those new ...1 Future consideration