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Deal Sheet and Deal Wizard Search Results Additional Fields
Is it possible to show more details/fields when searching for an Account, Contact, or Opportunity when in the Deal Wizard and when editing a Deal Sheet? If there are multiple 'Bob Smith' contacts or accounts in CRM, when I search for that name all...0 Needs review
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Role-Based Hold Management
Implementation of a role-based hold management system in the Suites & Premium Module to provide added control over who can add or remove specific hold types. This caters to the needs of cross-functional teams who use the Premium module while e...0 Needs review
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Visualizer Locations Unsellable by Default Option
It would be beneficial to have a setting where I can default all locations as unsellable unless a section rate card exists. Currently, the Visualizer displays all spaces as available/sellable, irrespective of the presence of a sellable section r... -
Add Related TSO / Activity to Premium Deal Page
Currently you cannot access the TSO and related activities from the Premium Deal sheet. You can log activities that are related to the deal, but not the TSO that is associated. If you are able to access that TSO record on the activities screen tha...1 Future consideration
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Renewal Rollover Tool
The Deal Sheet Roll Over Tool used in the Sponsorship module would be helpful for Suites & Premium as well. Each season, we reach out to every full season loft renewal and want to have a draft deal already created for the sales rep. It helps t...0 Future consideration
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Ability to add add-ons per game
If we have multiple games on a deal, we would like to have the ability to add add-ons per game and not necessarily on the overall deal.1 Future consideration
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Adding a Season Filter on Premium Deal Tab
Adding this filter would make searching for a deal way easier.0 Needs review
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Allow Renaming of three contact fields on the Suite Deal Wizard
Allow clients to name the various contact fields what they want to name them or edit current three contact fields. Is it possible to have your base product just have “Contact 1”, “Contact 2”, “Contact 3” and then all of your clients can change the... -
Allow certain fields to be mandatory on the Suite Wizard
Allow clients to mark certain fields as required (mandatory)….we’d like to make a certain contacts required on the Suite deal wizard, but cannot do so with the current product. -
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