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Ideas portal

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Ability for attachment in scheduled report

I would love the ability to send a PDF attachment along with a regularly scheduled report. For more context, I'm asking PMs to fill out information in an idea that has 5 different scenarios of what to do. I have a guide with step by step instructi...
Julie Martin 10 months ago in Ideas portal 0 Future consideration

Utilizing AI through Aha! <> SFDC Integration

As a user, I want to use the Draft AI feature within my Ideas portal to draft description statements.
Amelia Peklar 10 months ago in Ideas portal 0 Future consideration

Have nested notes transfer to folders in the idea portal

We are building out some release notes to share in our idea portal and ideally, we would like to see our nested notes show up as a 'folder' in the portal. We are already noticing the list of notes has become quite long and having a folder function...
Bailey Fischer 11 months ago in Ideas portal 0 Future consideration

Assign portal users to an organisation and limit votes to the organisation instead of user

We currently allow multiple users to join our ideas portal from the same organisation, this is due to different members of that organisation specialising in different fields and thus having different ideas based on their profession and different t...
Guest 11 months ago in User management 0 Future consideration

Ideas portal external users need better visibility to what falls into 'My Organization' bucket.

We learned today that the 'My Organization' filter logic includes MORE that just the Idea that were created by users within the given organization. It also includes any and all Ideas that each user has voted for. This is not intuitive (a user woul...
David Barber 11 months ago in Ideas portal 0 Future consideration

Enable Admins To Publish Reports

Administrators often manage Product Portals (because only admins can create new ones), and therefore it is limiting for admins to have to request from each report owner to update Share Settings. Admins should have ability to change all data settin...
Guest 11 months ago in Application / Ideas portal 0 Future consideration

Custom Field with multiple choice options

Need a custom field that allows more than one selection from the editable choice list.
Carolee Snarr 11 months ago in Ideas portal 4 Already exists

Require option to vote on idea via. dashboard

We share dashboard view to our clients for viewing ideas submitted for enhancing our product. But on dashboard there is no option to vote for an idea. Can we get an option to vote for an idea directly from dashboard.
Guest 11 months ago in Ideas portal 0 Future consideration

add a field in reporting with the name/email address of who submitted the comment

I want to be able to report on who is making comments. which organizations, etc. So either the name of the person who added the comment or the email address of the person who made the comment.
Guest 11 months ago in Ideas portal 0 Future consideration

Show search results in Ideas portal as one big list

When searching for ideas, I get a paged view of the results, requiring me to move from page to page to view all results. I'd like to have the option to show all the results in one large scroll list. I accept the possibility that the list can grow ...
Rob Boutmy 11 months ago in Ideas portal 0 Future consideration