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Add a field to USERS to identify Consultants or outside resources.

What is the challenge? Trying to identify consultants or outside resources hired/brought in to work on projects and be able to pull reports for capacity, associated cost or HR. How would you solve it? Add a field to be checked with a dropdown to a...
Guest about 1 month ago in Account settings 0 Future consideration

Intelligently reduce fields shown when adding fields to a report

What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
Max Robbins about 1 month ago in Reports 1 Future consideration

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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month 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 about 1 month ago in Knowledge base / Notes 0 Planning to implement

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 about 1 month ago in Knowledge base / Notes 1 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 about 1 month ago in Knowledge base / Notes 0 Future consideration