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Add "Last Activity Date" to the To-Do List
Add a column for "Last Activity Date" on the To-Do List to show reps the last time they reached out to their prospect. This will be helpful for reps because it will allow them to know how long it has been since their last call without having to go...17 Planned
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Update Account/Contact Phone Numbers to use the tel: protocall for one click dialing
On Contact/Account pages where it lists the phone numbers, email addresses, and address, right now only the email is a clickable "mailto:" protocol link which will open the default email app and allow a user to quickly email that person. We would ...12 Future consideration
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Workflow approval reminders after 24hrs of no action
Option to remind users they have something in their workflow to approve2 Likely to Implement
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Setting up logic for the Primary Account in CRM
When we are mapping records from a custom workflow/Helix the email that is pulled into Dynamics Marketing segment is the email associated with the primary account. This causes a potential problem if the contact purchased from the secondary account...0 Needs review
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Ability to Clone KORE Role through KORE Role Setup in Config Records
It'll be very helpful for System Admins and the KORE Support and Success team to have the ability to clone a KORE Role via a button in the "KORE Role Setup" section of Configuration Records. With several orgs utilizing the Division Limited functio...
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Future consideration
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Add Priority Option When Scheduling Call for Later
When reps schedule a call for later, there is no option for a priority setting. The priority setting is only for the follow up call.0 Future consideration
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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 contact -
No Sync All Activities from CRM
Choose which users activities sync back into KORE. Allow for other activities to not sync to KORE.1 Future consideration
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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? -
Create a tool to bulk-update KORE entities using KORE API
Frequently clients require to perform bulk updates to kore_ entities after e.g.: contract rollover in batch - Update contract Stage to something other than the original. There could be other various reasons for this. If KORE had a bulk-edit...0 Future consideration