What is the challenge? Today you can restrict organization creation for proxy voting so your team can only select from pre-defined organizations. However, you can still create new contacts associated with the organization. Many teams have custom f...
Include organization custom fields for proxy votes
What is the challenge?
Often there are multiple versions of an Organization for various reasons. (Syncing from CRM, regional versions etc.) When submitting a proxy vote, it is not clear which organization to select if there are multiples with th...
Jeanette Resnikoff
about 2 months ago
in VotingShipped
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
almost 2 years ago
in Ideas / VotingShipped
Allow Idea viewer to update proxy votes (not raised by you)
As it currently stands Idea viewers are not able to update votes, which were not raised by them. There are multiple reasons why the viewer may want to update existing votes: 1) reflect the latest severity / impact (e.g. downgrade / upgrade) 2) mod...
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...
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...
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...
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...
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...
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
over 5 years ago
in Reports / VotingShipped