- 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 |