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Ability to change "Relates to" linked records to another record type

What is the challenge? By default related records are of type "related to" even though that is not always the best way to corrolate record types. It would be great to switch to the correct record type such as "release notes for" How would you solv...
Aaron Weinberg 10 days ago in Notes 0 Future consideration

Need template to plan/define/capture Metrics for my product

What is the challenge? no template to work on metrics How would you solve it? new template What impact would it make? defining metrics ahead of the product lifecycle helps us monitor our progress
Guest 10 days ago in Strategy 0 Already exists

Values in drop-downs for filters in reports would be based on the actual results, not all valid values

What is the challenge? We have a sales territory hierarchy and so the valid values of one field depends on the previous other values chosen. However right now, if choose the USA as an Area, I still have choices like England and Spain for the Regio...
Matt Kalan 10 days ago in Reports 0 Future consideration

Reporting on the Custom Terminology

What is the challenge? Is there a way to report on across the Account Level to see any product line / workspace that has custom terminology? How would you solve it? It would allow Admins to filter on the different custom terminology being used? Wh...
Mike Jacobson 10 days ago in Reports 0 Future consideration

Include Organizations in Automation rules

What is the challenge? When integrating Organizations/Contacts data from external source, I want to be able to do automated operations using rules when entries are created and/or updated + introduce possibility to use equations as part of the set ...
Mats Hultgren 10 days ago in Ideas 2 Future consideration

Allow for custom domains for KBs

What is the challenge? Customers would like to configure a custom domain for their KBs. How would you solve it? Allow the user to specify a custom domain, similar to what already exists for ideas portals. What impact would it make? Easier access t...
Emily Yankush 12 days ago in Notes 0 Future consideration

Allow KB users to give feedback on notes

What is the challenge? Those managing a KB want to know if pages are helpful to their end users, but there currently is not way to ask for feedback. How would you solve it? Add a widget at the bottom of each KB page to ask for feedback. This could...
Emily Yankush 12 days ago in Notes 0 Future consideration

Multi-language support in KBs

What is the challenge? Non-English speaking users need to access content in a KB. How would you solve it? Provide KB translation. What impact would it make? Allow non-English speakers to access content in a KB.
Emily Yankush 12 days ago in Notes 0 Future consideration

Publish the same note to multiple KBs

What is the challenge? Currently a note can only be published in a single KB. Users need to publish the same note to multiple KBs when: It is a different audience needing the same info They set up different SSO methods per KB. How would you solve ...
Emily Yankush 12 days ago in Notes 0 Likely to implement

Ability to refresh chart report

What is the challenge? When changing the filter, in my use the workspace, on a configured chart report I have to hard refresh using the browser refresh option to get the chart to update. How would you solve it? on detail and pivot reports when you...
Guest 13 days ago in Reports 0 Future consideration