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Deal Type Groups
As some partnerships have very granular deal types, some teams have requested that they have the ability to report deal types in groups in order to report off certain groups of deal types.2 Returned for specifics
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Ability to filter out certain assets from overall deal completion calculation and/or handle right to purchase assets differently from a standard asset
certain assets are based on a right to purchase, thus not guaranteed and subject to change. current challenge is if a bank is set up, and the partner doesn't activate upon the right to purchase, the asset looks like it will be under delivered in r...
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Returned for specifics
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Limit Creation of Public Reports to Admins
Currently, any user on KONNECT can use the "Save a Copy" button to create customized reports and save it in the Public Reports section which can be viewed by other members in the organization. It would be nice to have some kind of restriction arou...
2
Returned for specifics
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Additional filters in Billing Module
Add in a filter to search by Invoice.2 Returned for specifics
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Cross-Client Deadlines
When setting asset deadlines, I'd prefer to get a top level summary of the deadline and then view all the affected partners. Right now, if 12 partners have the same asset with an upcoming deadline, I see the deadline 12 times (one for each partner...
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Returned for specifics
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Allow Do Not Call button to be universal or by Contact
We have a plethora of dupes. It would be great for us to use the Do Not Call buttons but it affects so many of our other records, we've steered away from this useful feature. It would be great to have a decision where we either have the button af...0 Returned for specifics
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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