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Hierarchy for customer segments

What is the challenge? Customer segments are hierarchical for example a customer is not small and large but mall be small and non profit What is the impact? Segment analysis difficult Describe your idea Allow at least one level of hi...
Ryan Faircloth 3 months ago in Ideas 0 Future consideration

Report for customer segments

What is the challenge? Sharing content among stakeholders What is the impact? Reduce Copy and Paste Describe your idea When adding segments to a report or preso we can't add the description or summaries of customers matching this seg...
Ryan Faircloth 3 months ago in Ideas 0 Future consideration

Allow filtering by organization in Ideas API

What is the challenge? When filtering API requests related to ideas and/or votes, it is not currently possible to filter by a specific organization associated with those votes. What is the impact? It is common to need to review lists of id...
Maria Plotkina 3 months ago in Ideas 0 Future consideration

Date selection in To-do list

What is the challenge? Tasks are typically scheduled with a duration over a date range and are rarely completed in one day. What is the impact? The impact is that tasks are either registered on the start date and require a manual daily upd...
Guest 3 months ago in To-dos 0 Future consideration

Configure default record link type used when work requests are accepted

What is the challenge? Looking for the ability to request work from other workspaces, but the default record link type is a dependency. What is the impact? Today when a work request is accepted the new record and original record are connected thro...
Kristina Gass 9 months ago in To-dos 0 Future consideration

Ability to run AI summary on a snippet and then link that to a question

What is the challenge? There might be snippets of long answers in an interview transcript which are harder to read and digest when linking that raw data directly to a question. I'd like to be able to run a quick AI summary on that snippet and then...
Stephanie Lechner 6 months ago in Interviews 0 Future consideration

Aha! Discovery - allow linking of Studies and Interviews to Documents/Notes

What is the challenge? At the moment you cannot link an interview/study to a KB note. What is the impact? The output of your study may be some documentation. Describe your idea Allow for the linking of a study/interview to a KB Note/Document
Tom Bailey 6 months ago in Discovery 0 Already exists

Allow automations to update records created by the same automation

What is the challenge? Automations can be used to create new to-do, approvals, work-requests, and even requirements on features. It would be helpful to be able to populate certain fields on the newly created records at the same time that they are ...
Chris Quigley 12 months ago in Automations 0 Future consideration

Add ability to report on named range value

Who would benefit? Teams using capacity planning for teams, planning with named ranges (e.g. t-shirt sizes) What impact would it make? Today, I am only able to report on the specific estimate associated with a record, not the named range value tha...
Reilly O'Connor over 1 year ago in Capacity planning 1 Future consideration

Consistent Matrix\Chart behavior and add to features

The Matrix\Chart view for Initiatives and Goals should have the same behavior as Competitors and Ideas when the axis can be changed to represent different values of a scorecard. Features should have a Matrix view based on score cards
Ryan Thiessen almost 10 years ago in Features 7 Future consideration