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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 over 2 years ago in Voting 1 Shipped

Remove 'Del' function for idea record in Salesforce

When a user creates/proxy votes an Idea from Salesforce (support case, etc.), the list of those Ideas are captured in Salesforce, including a 'Del' function. Clicking to 'delete' the idea only deletes it from the list in Salesforce, not in Aha (po...
Jeff Shaffer over 2 years ago in Voting 0 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 about 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 over 3 years ago in Voting 2 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 almost 4 years ago in Voting 1 Shipped

Need a consolidated customer view

with proxy voting now enabled and inability to enforce proxy voting, we're having to maintain separate customer data fields. Looking for an easy way for PMs and AMs to run account based reports that provide a holistic customer view. Today I'm usin...
Laura Giles almost 4 years ago in Reports / Voting 0 Shipped

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 almost 4 years ago in Voting 9 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 about 4 years ago in Voting 4 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 about 4 years ago in Voting 2 Shipped

Proxy vote log the users in the voting list

The new proxy voting is usefull but unfortunately the reporting on it is too limited. Our existing workflow is to create an idea report per email domain name to manage organization voting list. Proxy voting does not add the user email in the vote ...
Carl Veillette about 4 years ago in Voting 0 Shipped