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Approval Workflow – Single step backwards instead of full reset
Sometimes individuals will accidentally push something to far through the workflow and need to get back a single step rather than reset the whole thing. Resetting the whole workflow just causes a ton of additional emails sent out as a deal is push...2 Likely to Implement
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Asset Grouping & Packaging
Packaging in the system is not tailored to partnerships at all. It assumes that a package is a standard set of assets that are consistent for a set of events and then requires an additional line item in the inventory for the package title for easy... -
Copy Tool – Options from one deal to another
Some partnerships have consistent annual options within their deal whether that’s an opt out, ROFR, etc. There should be an ability to copy options to future years like how you can copy billing to future years. -
Customize Deal Page layout
Currently you cannot customize the deal page at all. Be able to choose how the deal page looks, just like you can change the layout of other pages. To start, we should be able to rearrange the order of the sections. It would be a small step toward...0 Likely to Implement
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Custom Deal Efficiency Calculations
Ability to customize how the efficiency is calculated on deals. For example, (Net Contract Value - Hard Cost)/Rate Card = Efficiency The functionality should be flexible to allow any type of custom efficiency calculation that can be managed thro...2 Likely to Implement
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Limit Sale of Package if Components are Sold Out
Packages and components within a package each contain their own seasonal settings. Packages deprecate from the component inventory, however, components do not have any affect on package inventory. Due to this, inventory may be oversold due to the ...0 Likely to Implement
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Display the Component Package Header within Deal Sheet.
In the Deal Sheet there is not an easy way to identify if an inventory item is a package/component/or regular line item.In order for end user to identify if the inventory was added as part of a package (and what package) they have to look at the i... -
Add agency fee to deal summary
Create a field for agency fees within the revenue or summary page on the deal sheet0 Likely to Implement
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Deal Sheet Rollover Tool - Display Deals Included in a Batch
When rolling over or cloning deals in the Deal Sheet Rollover Tool (in configuration records) - the batch list should have a feature to display the deals included in each batch.0 Likely to Implement
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Add "Last Modified By & Date" to sponsorship deal sheets
Display "Last Modified By & Date" on sponsorship deal sheets (the flat online version, not the PDF) plskthx0 Likely to Implement