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Duplicate Identification Tool - Ability to update/augment existing matched contacts
In a similar context to my other DIT idea, the scenario is that third-party partners often supply spreadsheets of contacts to be imported into the club's CRM. I use the Duplicate Identification Tool for this to identify which contacts are pre-exis...0 Future consideration
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Duplicate Identification Tool - Enhanced ability to import contacts
One of the main uses I have for the Duplicate Identification Tool is when I'm importing spreadsheets of contacts into the system. These are provided to the club from external parties, and arrive as a spreadsheet or a CSV file. To get the highest-... -
Bulk Edit Tool - Change default option for Open Activities and TSO Status
I love the Bulk Edit Tool for Ticket Sale Opportunities. I was using it the other day to reassign a rep's TSO's and open activities to a new rep. However, because I'm generally trying to do too many things at once, I skipped right past the "Wha... -
Search Bar on Activities
It would be helpful if there was a search bar on the Activity section of a contact so you can pull up all associated activities with that keyword when you're on the contact level.0 Future consideration
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In the TSO, only show the events in the event field based on the division selected
In the TSO, only show the events in the event field based on the division selected Show the closest event on the top of the list0 Future consideration
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Have more choices of colors for Follow-Ups
Right now we only have 5 choices of colors when setting up follow-ups. We would like to get 10 choices. -
Possibility to set an alarm for Follow-ups
Our reps would love to have the possibility to set alarms on follow-ups same way as Outlook works. You can put 15-10-5 minutes reminders. When doing so, the follow-ups would pop up. -
Ability to differentiate between a conversation and voicemail other than the current TSO check boxes
It would be very useful for both sales reps, managers and analytics team members if you could easily see what activities are logged as a voicemail or a conversation. Right now, the ability to check the box "Voicemail" or "Conversation" on a TSO is...0 Future consideration
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Setting Sales Rep in Archtics
We would like to have the sync settings between Salesforce and Archtics set such that the rep that uses the Ticket Manager feature in Salesforce to create an account in Salesforce would be become the sales rep listed on the account in Archtics. Th...0 Future consideration
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Ability to Upload Internal Do Not Call Lists through 'Do Not Call Uploader'
Currently, the 'Do Not Call Uploader' only supports Federal and State type DNC. We would like it to support the “Internal” type too.
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Future consideration