What is the challenge?
Attio is a newer approach to CRM focusing on ease of use and adoption.
What is the impact?
We have to manually sync customers from CRM
Describe your idea
Support customer sync from attio for Ideas
Ryan Faircloth
1 day ago
in Ideas
0
Future consideration
What is the challenge?
Finding themes for ideas is a key use case for AI but the AI assistant is not aware of the theme record type.
What is the impact?
Intuitive and integrated use of the AI assistant for idea insights.
Describe your ...
What is the challenge?
Customer segments are hierarchical for example a customer is not small and large but mall be small and non profit
What is the impact?
Segment analysis difficult
Describe your idea
Allow at least one level of hi...
Ryan Faircloth
4 days ago
in Ideas
0
Future consideration
What is the challenge?
Sharing content among stakeholders
What is the impact?
Reduce Copy and Paste
Describe your idea
When adding segments to a report or preso we can't add the description or summaries of customers matching this seg...
Ryan Faircloth
4 days ago
in Ideas
0
Future consideration
What is the challenge?
When filtering API requests related to ideas and/or votes, it is not currently possible to filter by a specific organization associated with those votes.
What is the impact?
It is common to need to review lists of id...
Maria Plotkina
4 days ago
in Ideas
0
Future consideration
Ability to identify primary contact for an organisation
What is the challenge?
We are using the Organisation data for maintaining information related to our customers, such as ideas etc. When we need to communicate with a customer regarding something such as an update that affects them, usually they ...
What is the challenge?
When reviewing multiple Themes, viewing them in the drawer can be cumbersome and inefficient
What is the impact?
Users have a more easily navigable view of all Themes in a workspace, along with their details
Desc...
Adam Michaelson
15 days ago
in Ideas
0
Likely to implement
What is the challenge?
Remembering to link the initiative to the idea after both have been created and having to click the Related link to view the initiative
What is the impact?
Adding steps in the idea creation process
Describe your ...
Cheri Shigeno
24 days ago
in Ideas
0
Future consideration
A reporting column for proxy vote count that is filterable
What is the challenge?
A team might want to report on the number of proxy and normal votes for an idea next to each other in the same report, and filter the ideas in the report to those that have had at least one proxy vote. Currently this isn't...
Jack Parr
about 1 month ago
in Ideas / Voting
0
Future consideration