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Ideas portal

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Allow admins to control the frequency of the Ideas portal summary email

What is the challenge? Due to our planning and release cadence, Ideas do not change status very frequently. Customers receiving weekly emails in which there is not change in status are reminded that their ideas have not moved and end up less satis...
Alex Horan about 2 months ago in Ideas portal 1 Future consideration

Easier way to ensure specified fields carry over to promoted record

What is the challenge? Today, to ensure custom fields on an idea carry over on promotion, this requires a lot of manual set up - creating duplicate custom fields on promoted record layout and ensuring they have the same API key. This requires a pr...
Max Robbins about 2 months ago in Ideas portal 2 Future consideration

Option to sync layout between idea portal and idea record

What is the challenge? Often when I am creating an ideas portal, I want the ideas form I set up in the portal to have the same fields show up automatically in the idea record. However, I currently need to also customize the idea record's layout in...
Max Robbins 2 months ago in Ideas portal 1 Future consideration

Allow idea automation to include submitting organization as a condition

What is the challenge? When an idea is submitted or changes status I want the account team members associated with the customer that submitted the idea to be notified (or added as watchers). This is not possible today, and as a result I have to no...
Alex Horan about 1 month ago in Ideas portal 0 Future consideration

Upload banner image to customize Ideas Portal branding

What is the challenge? It's difficult to implement a basic customization, such as a banner or hero image, to the Ideas Portal without using custom CSS. Additionally, any 'img url' in custom CSS must point to an image that is hosted on a public-fac...
Guest about 1 month ago in Branding 0 Future consideration

Using filters dynamically based on logged on user attributes (in reports)

What is the challenge? A user may belong to an organisation that has particular attributes assigned using custom fields. It would be useful if filters on reports (thing a portal) could be preset based on these attributes What is the impact? When u...
Martin W 16 days ago in Ideas portal 0 Future consideration

Lock a Category to admin users only

What is the challenge? Users changing categories What is the impact? Incorrect categories have to continuously be corrected. Describe your idea An option to lock a Category to admin users only.
Guest about 1 month ago in Ideas portal 2 Future consideration

Allow to change the default email templates for feedback portals

What is the challenge? I have many feedback portal, and would like to maintain a consistent customer communication via emails What is the impact? I as a sole admin, need to manage many feedback portals, and keep copy paste the email templates from...
Alon Sabban 16 days ago in Ideas portal 0 Future consideration

Merge Ideas Portal Users

Who would benefit? Portal Administrators and Community What impact would it make? This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or corre...
David W 8 months ago in User management 2 Future consideration

Allow to filter for "highly discussed" ideas

What is the challenge? Ideas may have a lot of comments, but few votes What is the impact? Discussed ideas may seem controversial, but also seemingly of interest, but do not show high on any filter (except AHA-internally) Describe your idea Oftent...
Michael Scholze about 1 month ago in Ideas portal 0 Future consideration