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Additional Filter On The Deal Sheet
It would be nice if we could have a filter by year on the "Bills" sections of the deal sheet. Currently you can filter by year on the inventory, Bonus Deal Lines, Trade Items. However there's no filter options on Bills.0 Future consideration
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Add "Category" column before "Product" on product search result popup window (ZD 17130)
Can we look into if we can add a column for ‘Category’ on the ‘Product’ search result window? To get to this window, you would need to: Open an existing Deal Sheet Wizard Navigate to the Inventory Tab Select “All” for Divisions Hit the 🔎 (search ...0 Future consideration
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"Smart" feature for contract options
It would be extremely helpful to us to have a “smart” feature within the system for contracts with options. Meaning that if a contract has an option, you load in all details when originally loading in the deal and then you can either click that op...0 Future consideration
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Allow for Pipeline Reporting to Show Multiple Years
I'd like KORE's pipeline reporting to show revenue across multiple years. Currently, I have to save the Deal Wizard for each Working Year which creates an unallocated Deal Line for each season, which then caused the pipeline report to show revenue...0 Future consideration
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Amending Selling Rate/Hard Cost on Deal Lines to Match Rate Card Rate/Hard Cost Value
Currently, importing updated rates in the same season on already existing rate cards to change the rate card rate does not adjust the selling rate in active. Is it possible to make a tool/checkbox that overwrites active deals lines the change the ...0 Future consideration
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Add Validation for Approval Workflow
Right now, we don't have any validation on approval workflow. That is causing issues for clients when they try to do an invalid step. Thus, would be good for our product to support validation on it.0 Future consideration
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Process Deal Lines to KORE's Box Office
Our Corporate Partnership group, within a Deal Sheet, will sell tickets and to fulfill on those tickets we use the Service Console (to assign an event) and then create a task from the Console and assign it to our box office for fulfillment. This c...0 Future consideration
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First-Season Sale Type Options
On the Sponsorship Module's Deal Wizard, there is a dropdown choice for the first-season Sale Type. Currently, the options are Renewal, New and Existing. However ... there shouldn't typically be any business reason for the first season's Sale Type...1 Returned for specifics
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Net Revenue Field with Hard Cost 2 Subtracted Only
We would like a field on their Deal Sheet Form to show an additional field that only subtracts Hard Cost 2 (Not both Hard Costs). The purpose the wish to do this is because they separate hard costs by Sponsorship Costs and Ticketing Costs dependin... -
Add Validation for Deal Sheet Type Name
Currently, we can save a blank or null Deal Sheet Type Name which from a user's perspective do not make sense.We should add validations for this field where if the Deal Sheet Type name is empty, the user should be unable to save it.0 Already exists