• 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

 

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