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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...1 Planned
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Workflow approval reminders after 24hrs of no action
Option to remind users they have something in their workflow to approve1 Likely to Implement
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Adjust Billing Manager to Recognize Additional Value Amounts (i.e. taxes/GST)
Currently, the Billing Manager does not account for any values above and beyond the billing amount. Teams like to be able to track taxes/GST separate from the billing amount to be able to easily pull out or include these values where necessary.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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No Sync All Activities from CRM
Choose which users activities sync back into KORE. Allow for other activities to not sync to KORE.0 Needs review
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Color Coding for Accounts
Contacts currently can be color coded to helps sports teams quickly identify important aspects of an individual's relationship with the team (corporate partnership contact, broker, ownership contact, etc.), but no feature exists for accounts like ...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 contact0 Future consideration
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Opportunity Size as a BIGINT field
Opportunity Size field is currently a text field to account for the commas in the actual value, however other tools (ie. Hurrah!) try to aggregate this field into a Hustleboard; it would be great if it can get stored as a big int, as some software...0 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. -
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