What is the challenge? When I try to add a proxy vote, I'm unable to see identifying information about the existing users.
What is the impact? Without the email address, I can't verify who each user is. I ultimately don't use the proxy vote featu...
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...
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...
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...
We would like a way to stop users from being able to vote based on a specific status (e.g. Will Not Implement). This is similar to another idea found here https://big.ideas.aha.io/ideas/APP-I-1492 however, the difference is that we are not using t...
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...
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
about 11 years ago
in VotingShipped
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...
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...
Add unique organization vote count to ideas in portal
As a product manager, I'm interested in how many unique organizations voted for ideas rather than how many individuals. I can view this internally in reports, but I want customers to see the organization count next to an idea as well. A group of 5...