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Allow custom default value for Event/Picklist status
Some users use the status field on KORE Event to manage actualized and pending events. They need the ability for an event to default to Pending rather than Actualized. This affects Invoicing for Rounds in PSS. Having the ability to set default val...
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Planned
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Filter Activities by User
Since we are a multiple property entity each contact can have a lot of notes. Our reps would like the ability to filter and only see notes they have written on each contact1 Future consideration
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Separate Season Field for Ticketing and Sponsorship Modules
Since the season field is used for both Ticketing and Sponsorship, ticketing reps will see seasons up to 10+ years in the future on the activity screen due to the seasons that are associated with deal sheets in the sponsorship module. It would be ...2 Future consideration
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Display Package Header to Components in a Deal Sheet
Similar to the Deal Wizard, it would be helpful to visualize which deal lines were added as a result of a package on the Deal Sheet. Currently the deal sheet contains all deal lines but there is no way to identify which deal lines are package head...0 Future consideration
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Packages/Inventory Items that auto-add additional items based on criteria
We would like to be able to set up inventory items and packages that automatically add additional items based on set criteria (IF/THEN). For example, if client purchases quantity 5 of Item A, THEN Item B is automatically added to deal and is free ...0 Future consideration
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Display the Component Package Header within Deal Sheet.
In the Deal Sheet there is not an easy way to identify if an inventory item is a package/component/or regular line item.In order for end user to identify if the inventory was added as part of a package (and what package) they have to look at the i... -
KORE Activity Screen: Add ability to specify Priority when scheduling call for later
Currently priority is available when scheduling a follow up call but not when scheduling the same activity for a later date. Can we include the priority when scheduling for a later date? -
Credit Card # Cleaner
Process/script to remove/obfuscate anything that is a regex match for a CC#
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Will not implement
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Configurable Deal Sheet Fields on Activity Screen
Can we make it configurable which fields show and are mandatory on the “Deal Sheet Opportunity” section of the Activity Screen. Just like the Call Screen Field Configuration, we should have a list of available fields to add. I’m thinking specifica...
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Future consideration
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Deal Sheet Grading
Add ability "Grade" a deal sheet based on a variety of inputs. Each input variable would carry a score with it so when a rep builds out a deal, a calculation is done to give an overall Grade to the Deal Sheet. Some examples being used by the T Wol...
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Future consideration