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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...0 Future consideration
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Microsoft NAV Support
Need help to make the major shift to a new ERP?, Nevas Technologies can help support your current Microsoft Dynamics NAV Environment irrespective of the version that you are on. We provide Functional, Technical, Production support and Infrastructu...0 Future consideration
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Ability to deactivate event lists in bulk
Frequently teams need to deactivate event lists in their systems and currently support has to submit a datafix escalation to dev.0 Future consideration
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Include Service Cases tab on Sponsorship and Suites To-Do Lists
In the Ticketing module, the new To-Do List tab for Service Cases is fantastic. We would like to take advantage of this in the Sponsorship and Suites & Premium modules as well. Sales Reps in both business areas often need to track service case...0 Future consideration
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Pro-Rate Selling Rates
Add a proration field on every inventory item! This would be a key feature for any sponsorship team. The use case would be for any inventory sold for a portion less than a year. For example if all assets in a deal except for one are for the full y...0 Future consideration
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Expired Item Rollover
Allow the option to include Expired items in the Deal Rollover0 Future consideration
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Salesperson Default for Deal Sheet
When the account 'Salesperson' is filled in, any new Deal created should have this Salesperson as the Deal Sheet salesperson by default. Currently, this is the functionality for the 'Coordinator' field. At this point, the user who creates the Deal...0 Future consideration
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Have 'Division' Show in Approval Queue
Often want to be able to see what Division's assets are in the Deal since they may impact who would approve it in a particular group. -
Present icon for limited availbility remaining in the deal manager
This will allow users to see clearly at the point where assets are close to being sold out....i.e. a orange icon. this will help drive urgency in the sales process whilst also helping the sales reps see the availability without needing to dive int...1 Likely to Implement
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Allow for Multiple Approval Owners Based on Inventory Owners
I would like to have Deal approvals get sent to multiple people at the same time based on the assets in a Deal. Right now, I'd have to create a different approval step for all of the inventory combos.