- Show shortage vs target activities per account manager
- Disable entering a client with exact name speilling
- assign Patrick, Jules to harmonize, merge duplicates into same client,
- Patrick, Jules Assign same client to several other account managers,
| Category | Detail | |
| 1 | Friday mail | Show shortage vs target activities per account manager |
| 2 | Duplicates | Disable entering a client with exact name speilling |
| 3 | Duplicates | assign Patrick, Jules to harmonize, merge duplicates into same client, |
| 4 | Duplicates | Patrick, Jules Assign same client to several other account managers, |
| 5 | Duplicates | Enable adding projects and brands under same client |
| 6 | Orders | Delete dummy data so orders are entered afresh |
| 7 | Planner & Reports | Segment heads should enter supervisor assisted meetings |
| 8 | Planner & Reports | Account managers should also input supervisor assisted meetings |
| 9 | Scheduler | Should see fully approved orders and briefs |
| 10 | Scheduler | Brief should be entered by CRs after order is fully approved |
| 11 | Finance approvals | Finance should only see fully approved orders |
| 12 | Planner & Reports | Send daily report at 7am instead of 6am |
| 13 | Projects | Add field to select special project per order Display totals from special projects with a filter |
| 14 | Projects, Planner & Reports | Tag planner to projects |
| 15 | Guest Shows | Send reminders to Traffic, CRs, when there is an upcoming Live broadcast, breakfast meeting, talkshows |
| 16 | Next Production | Remove Breakdown from production inputs. Confirm final layout with Martin, Fred. |
| 17 | Planner & Reports | Wednesday Report?? contents?? |
| 18 | Planner & Reports | Add activity called “Sent proposal” with regard to project, platform Include in Friday mail with totals and respective projects, platforms |
| 19 | Planner & Reports | For every “proposal sent” accmgr should acknowledge assistance by CR. CR should acknowledge having assisted |
| 20 | Approvals | Daily reminders and emails to approvers with summary of unapproved |
| 21 | Approvals | Send mail to commercial whenever an order is approved |
| 22 | Client relations | Bids report on Friday |
| 23 | Client relations | Enable updating progress on bids, missing documents, etc |
| 24 | Client relations | Send separate planner and friday report for client relations |
| 25 | Client relations | For every report sent to clients, select platforms included, order |
| 26 | Client relations | 2nd of month, send CR, CCO, list of orders which had no reports |
| 27 | Client relations | Send weekly reports for activities done, pending action by client relations, FTF (target 2 per week), LPOs received, Bids seen, progress on each, documents needed, bids with no response, next expected response date |
| 28 | Expiring Contracts | Track ending contracts. Display notification on dashboard, make special page showing contracts ending this month, notification repeats for “this week” |
| 29 | SLA | Reminder to add SLA for every order beyond 3 months and every order attached to special project |
| 30 | Collections | Show collections on dashboard |
| 31 | Commission | Show commission to account managers based on collections. Get percentages from Patrick |
| 32 | Planner & reports | Specify activity category: pipeline, tracking, qualified leads, first meeting, proposal |
| 33 | Planner & reports | Specify personal phone number of persons you are meeting when it is qualified leads |
| 34 | Menu | Change client list to Pipeline |
| 35 | Pipeline page | Table summarising where all clients fall into eg pipeline, tracking, qualified leads, first meeting, proposal |