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Premium Deal Wizard: Display contacts related to account to select from instantly
In the Premium Deal Wizard, when building deal at Account level, instead of having to search for a name first, display all contacts related to an account for user to select from. If the contact is not listed, user would still have the option to se...0 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
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Add Quantity into the Assets Section of the Deal Info
In addition to the quantity being shown when you click on the delivery of the asset, it should also appear in the default view when you click on the "Assets" tab of a deal1 Already exists
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Allow change of sale type on deal seasons within multi-year deal
Right now, the only season of a multi year deal that you can set the sale type (new, renewal, existing) for is the first year. However, one thing everyone always struggles with is how to handle option years. Example: 5-year deal, option after year...0 Future consideration
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"Overdue" and other relative date options on task reports
Right now, the date filter on the reports in KONNECT only supports a specific date so there is no way to run a report for "overdue", next week, last month, etc. In general the date filter needs much more flexibility. -
Sync Ticket Groups to CRM
If there was one thing in the Archtics data that could be incredibly impactful to have in native CRM, it would be ticket groups. Then any native function could tap into what customers have what tickets. It's funny to think that there is no way in ... -
Connect Event Assignment on Sponsorship Inventory to KONNECT
There was a feature in Sponsorship + Service Console that uses the "Event Assignment" to auto schedule inventory into events once contracted. For seasonal assets, it would be great to have this ability again. Right now its very tedious to do it fo... -
Ability to create new contact directly from Contact Search Wizard if no record is found
When searching the contact search wizard, if no results are found, is it possible to have a button that automatically creates a contact based on the information that was already entered into the search wizard.0 Future consideration
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Button to Refresh a Ticket Group On Demand
As a CRM Manager, I would like the ability to refresh a Ticket Group on demand. If I create a ticket group for the first time or change the SQL query, I have to wait until the following day to see if it created correctly and if I want to reference...
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Likely to Implement