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Proxy Voting: Need option to configure to allow other portal users to see proxy votes

Multiple user types (support, sales, presales, acct managers, etc) have ability to vote on behalf of a customer however today the proxy vote information is retained only under the user that made the request which means no other support users , etc...
Laura Giles over 4 years ago in Voting 9 Shipped

Customize permissions of adding new contact or organization through the proxy voting flow

We would like to turn off the possibility to add new contacts and organizations in the proxy voting flow. The reason: we have a separate flow for adding new contacts and organizations which is in sync with other systems. We have many custom fields...
Hunor Ilyés almost 3 years ago in Voting 1 Shipped

Add upvote by organization in idea submission form

Our ideas portal is private, and primarily used by customer-facing stakeholders including sales and support. Since an idea does include a vote because it in itself is an idea and therefore has to be requested or "voted" on by someone or some org i...
Guest over 4 years ago in Voting 4 Shipped

Enable private portal users the ability to have multiple votes per idea

I am trying to add a private portal for our sales employees to submit requests on behalf of customers. This means every time a customer wants the same idea, I need a way for the sales employee to add another vote. A workaround I am thinking of is ...
Melissa Hopkins over 9 years ago in Voting 10 Shipped

Update Total Votes count logic on research tab when ideas are merged

What is the challenge? When multiple ideas are promoted or linked to the same record, the Total Votes count reflects a sum of all votes across those ideas. The challenge is that if one of those ideas is merged into the other, then the Total Votes ...
Justin Waldorf 6 months ago in Ideas / Voting 0 Shipped

Include proxy vote details on primary idea after merge

The number of votes, indicating interest, is one of the important inputs when evaluating idea priorities. Currently, when an idea is merged, their votes and subscribers are merged to the primary - assuming duplicates avoided if there is a limit of...
Karie Kelly about 4 years ago in Voting 1 Shipped

Integrate with SalesForce for the organizations and contacts used for proxy voting

We use SalesForce to manage all our customer contacts (like many businesses). I would like to be able to have the list of organizations and contacts stay up-to-date with the companies and contacts our sales and account management teams manage in S...
Mat Jennings over 4 years ago in Voting 2 Shipped

Merging ideas should total up votes

After merging three ideas with several votes against each into one master idea, the votes on the master idea are now at 0. Instead, it should be a total of the votes from all the merged ideas, since it's lost it's "popular" status.
Guest over 9 years ago in Voting 4 Shipped

To exclude votes from a specified domain from reports

We allow internal and external users to vote on ideas, but we are often interested in seeing just those ideas with external votes on. There is a filter on voter domain but by using the existing filter of 'none' and selecting the domains we want to...
Sophie Ramsden over 3 years ago in Voting 2 Shipped

Count unique email voter domains

Hi, It would be useful to have a field that counted the unique email voter domains on an idea so I can quickly see when block voting is skewing popularity. I can achieve this via a customer report today, but I can't sort by it which means I need t...
Martin Feeney about 4 years ago in Voting 2 Shipped