Some missing elements in Avention available in legacy solutions:

https://na4.salesforce.com/ideas/viewIdea.apexp?id=08760000000Gx4L 300 Points Some missing elements in Avention available in legacy solutions: Released There are several elements missing from the BB/Express and iSell solutions that may act as a barrier when migrating current clients over who rely on these features:

searching by salary [DONE]
searching by age [DONE]
filtering by those who have an email [DONE]
searching by financial advisor and other missing advisory filters [DONE]
searching by employee/director remuneration [DONE]
advanced financial analysis filters [DONE]
market and rating search filters [have F1000 and some credit filters, all other search criteria in BB/iSell missing from Avention are being brought to parity in the next release or two]
gazette and trade status search filters [DONE]
directorship information in list [not sure of the requirement here?]
Searching by directors filed address and to be able to populate a list with this information [filed as separate Idea]
postcode radius search [DONE]
Editing "OneStop reports [DONE]

9 Comments » Posted by andrew_barrowman to Avention on 3/5/2014 7:11 PM

Which customer(s) made this suggestion? Charities, financial advisors and many researcher to give a few examples What customer impact would this have? Clients won't be able to make use of basic functionality they're used to and therefore won't agree to migrate.

Comments on Master Idea:

ian_gallagher 3/5/2014 7:14 PM
good idea Andrew Like·1 like Edit | Del
SWilm 3/6/2014 5:54 AM
From Santander Bank

From: Schroeter, Richard Sent: 05 March 2014 09:17 To: Bell, Paul (A&L) Cc: Williams, Martin (Santander) Subject: iSell Functionality Good morning Paul,

I recall that you were involved with the roll out of the new iSell platform last year and was wondering if you were still involved with our on going relationship with iSell, if you so please could you let me know your thoughts on the query below or forward to the appropriate individual.

One of the functions of the old OneSource tool that I used heavily was the search by Auditor function, which meant we could establish the Auditor for any given prospect then have a meaning conversation with said auditor and then have a much warmer initial conversation with the prospect. To the best of my knowledge this search by Auditor functionality has not been replicated in the new iSell tool.

Please can you confirm that I have not been blind and its just hiding from me? If it is presently not available can we request that it is added?

Best regards Richard Schroeter Relationship Manager, Large Corporate Group Santander Corporate & Commercial Santander UK plc, Victory House, Chivers Way, Histon, Cambridge CB24 9ZR Tel: 01223 266229 l Mob: 07715 088056 l Fax: 01223 266205

Email: richard.schroeter@santander.co.uk Like Edit | Del
SWilm 3/6/2014 5:58 AM
Cash at bank.

Metro bank has requested this but all banks can benefit from this feature.

Impact on client: The client will leave us. They have stopped by licences on ad hoc bases because we don’t have the feature.

Kind regards,

Jaenette Satherlund Sales Engineer

O | + 44 (0)20 7382 8830 M | + 44 (0)78 1455 0362

Like Edit | Del
SWilm 3/6/2014 6:00 AM
HI

Thanks - Within my role I do bespoke cash pricing – I don’t suppose there is any way of finding out who banks over 2.5mill in actual cash a year?

Eleanor Smith Transactional Banking and Liquidity Director Santander Corporate & Commercial Banking

Santander UK plc, Suite 3.06, The Senate Southernhay Gardens, Exeter, EX1 1UG Tel: +44 (0) 1392 267222 Mob: +44 (0)7903821764 Email: eleanor.smith@santander.co.uk

Like Edit | Del
SWilm 4/14/2014 7:24 AM
Also to add that the implementation of UK post code is far from optimal. Firstly the UK does not have zip codes so naming the field this way is not a local solution. Secondly when you type in the first characters of your post code e.g. BN it starts listsing individual full character level post codes immediately e.g. BN10 7AA. For some of the values listed no companies actually exist. What is needed is the implementtation in Business Browser and iSell where you can search at the top level of the hierarchy e.g. AB,BN,EC, W etc as a pick list and then drill down into the first digit levels e.g. BN1, BN10. Additionally it would be helpful to be able to search by UK regions, e.g. Central London, Greater London Inside M25, East Midlands etc. Like Edit | Del
JMelv 4/22/2014 3:32 PM
Adding another request for this from Michael Beck (case

444262) Like Edit | Del
SNoel 6/6/2014 12:53 PM
Search by salary/bonus is critical for KornFerry & Lee Hech Harrison. BB can do this. Like Edit | Del
jakub.malobecki 7/24/2014 1:40 PM
GBB has the ability of sending alerts for a chosen compan(ies) of newly available analyst reports. Like Edit | Del
ben.malavan 12/11/2014 9:17 AM
In Browser, one could click on an Executive and view salary information (where available). However in Avention, this information is not available (see screenshot below). With such a large focus of attention being on account managers migrating clients from legacy products to Avention, this makes it very difficult. Charities for example need salary information to search for major donors.

Can I please get an ETA on when this will be live in Avention? User-added image

Like·1 like

jessicalwood / UserFeedback2014-5

Some missing elements in Avention available in legacy solutions: #2