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Add "Billing Contact Street Address 2" field on the Invoice Batch Summary report
Sometimes reps fill out the Account Name on the Billing Contact's Street Address 1 field and the actual street address on the Street Address 2 field so when the Invoice Batch Summary is generated from the Billing Manager, it seems like the address...
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Planned
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Add "Division" on Billing Manager results
Certain organizations have requested to see Divisions as a column on the Billing Manager search results so they can easily distinguish between certain bills when they select all divisions.
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Future consideration
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Ability to add new columns to the deal sheet window on the account form in CRM
Regularly get asked if the deal sheet section on the accounts page can be edited to show/remove columns. In particular - deal stage - and a "brief description" type of field.1 Already exists
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Description Field audit history capability
Liverpool have requested that a historical record is kept of all the data that ever existed in the field. typically this overwritten by the sales agent. Ideally it would be good to have a historical record of this field for referencing purposes.
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Future consideration
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Sponsorship Deals on Activity Page - Stage Sorting
In configuration records, the stages are added and they can only be sorted Alphabetically. The slider bar will only show them Alphabetically. It would be nice if we had an Order field to allow other sorting for these stages.0 Likely to Implement
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Additional filters in Billing Module
Add in a filter to search by Invoice.2 Returned for specifics
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Ability to Bonus Packages
We would like end-users to be able to bonus packages within the bonus deal line functionality.Currently, the bonus deal lines only allow users to bonus stand-alone or package only assets. Certain items that are regularly bonused, like Sponsor of t...0 Future consideration
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Pre-Define Revenue by Division, Pro-Rate Selling Rates Accordingly
When building a deal sheet that includes assets from multiple divisions/properties, the desired revenue split is often different from what the deal sheet will spit out. For example, you could have a $500K deal that includes assets for your NHL tea...1 Already exists
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Unhide "Voided"Invoices
Unhide the “Voided” invoices on the deal sheet? We can see the Projected and Invoiced but would be helpful if we could see anything that was voided. -
Additional filters on Inventory items
It would be nice to be able to filter the inventory by Division, Category and Product. Currently you can only filter by Inactive, Active and All Inventory.