Application

Showing 4772

Support Attio as CRM integration

What is the challenge? Attio is a newer approach to CRM focusing on ease of use and adoption. What is the impact? We have to manually sync customers from CRM Describe your idea Support customer sync from attio for Ideas

Ryan Faircloth 1 day ago in Ideas 0 Future consideration

1 VOTE

Time limited license

What is the challenge? We have users who temporarily need a license for a month or six months. We'd like the ability to set a time-out limit on their license. What is the impact? License not be fully utilized. Describe your idea Be a...

Steve Rudkin 1 day ago in Account settings 0 Future consideration

1 VOTE

Managing Users

What is the challenge? Working out who is Owner and Contributors across all Workspaces and Lines in order to be able to review whether additional seat needed What is the impact? Makes it so much harder to manage Describe your idea Mu...

Guest 3 days ago in Account settings 0 Future consideration

2 VOTE

Allow filters on shared webpage view of Now, Next, Later roadmaps

What is the challenge? Currently, Now, Next, Later roadmaps shared webpage views don't allow filters What is the impact? Shared webpage consumers cannot edit filters to change the records on the roadmap Describe your idea Like most o...

Terence Osmeña 3 days ago in Roadmaps 0 Future consideration

1 VOTE

Automatically log in to public ideas portal when using SSO

What is the challenge? Currently on a public ideas portal, there isn't a log in attempt when you visit the page until you click on the button to log in (or are prompted to do so when adding an idea or vote). What is the impact? It's an ext...

Emily Yankush 3 days ago in Ideas portal 0 Future consideration

3 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin 3 days ago in Account settings 0 Future consideration

1 VOTE

Explicitly set order of priority for automations.

What is the challenge? Automations on the same record type execute in arbitrary order. What is the impact? Out-of-order execution may lead to unexpected behavior. Describe your idea Give automation a priority system so it can be exec...

Frank Sun 3 days ago in Roadmaps 0 Future consideration

3 VOTE

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter 4 days ago in Account settings 0 Future consideration

1 VOTE

Enable custom fields for Date field for now, next, later roadmaps

What is the challenge? We use a custom field called "target quarter" in which features are relegated to. Since I cannot select that field to anchor features to the columns, i can't add issues to the roadmap with this custom date field What i...

Guest 4 days ago in Roadmaps 0 Future consideration

1 VOTE

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 4 days ago in Ideas 0 Future consideration

Share your product feedback

Please enter your email address

FILTER BY CATEGORY