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Proxy Voting - Ability to configure to make proxy voting the only option available

Make proxy voting the only option available so that sales teams cannot vote on asks for themselves, but instead on behalf of accounts and then be able to collect that information for each vote.
Laura Giles over 5 years ago in Voting 1 Future consideration

a search by key word in list report

What is the challenge? I have hundreds of ideas, and I know I have one or a few with a specific keyword in the idea name, but searching it from the list report is a nightmare, I sometime use the Browser search but my idea might be on an other pa...
Guest 4 months ago in Reports 0 Future consideration

Right Justify Financials for easy reading

What is the challenge? Today all of your financials are left justified What is the impact? Financials are easier to add / subtract, and/or review if they are right justified. As a general Accounting rule, numbers are right justified. D...
Guest 4 months ago in Reports 0 Future consideration

In reports, add a visual indicator to show which visualization is currently selected

What is the challenge? It is not immediately apparent which visualization has been selected What is the impact? It takes time for the user to figure out which visualization they are using Describe your idea Add a visual indicator (ch...
Dale Potter 4 months ago in Reports 0 Future consideration

Make report type heading more clearly visible

What is the challenge? The report type heading is a light grey. From an accessibility perspective, it is difficult to see. What is the impact? Users can not see what report type is selected Describe your idea Make the report type hea...
Dale Potter 4 months ago in Reports 0 Future consideration

Option to apply changes to workflows automatically when changing workspace templates for a workspace

The current behaviour is for a workspace template change not to apply to workflows because of the risks of changing many status mappings. For our use case of workspace templates, we would prefer that all workflow changes are automatically applied ...
Guest 4 months ago in Account settings 0 Future consideration

Restricting email domains for self-registering Ideas portals

Who would benefit? B2B Ideas customers What impact would it make? Easier maintainability of Idea portal access How should it work? As B2B SaaS company working with an extensive partner network within a competitive space, I want to be able to add a...
Mats Hultgren almost 2 years ago in User management 0 Future consideration

Custom Field - Internal Name & Choice Lists Report Display

When creating reports with custom fields, there can be many fields within an account that have similar names that will display as field options. We use the internal name to help differentiate and allow the user to select the right field they are l...
Karla Johnson about 3 years ago in Account settings 0 Future consideration

Have release phase custom fields be a part of release templates

Who would benefit? Many teams use release templates to make it easy to build complex release plans and reuse them with every release. Now that we can add custom fields on release phases, these teams are using these to manage the complexity of thei...
Max Robbins almost 2 years ago in Releases 1 Future consideration

AI Idea Insights - Exploration at Organization level

Who would benefit? Product Managers and Customer Success Managers wanting more insight into a customers' asks, or when preparing for a customer call. What impact would it make? It would allow PMs to have a quick overview of what is 'top of mind' f...
Ann Wuyts almost 2 years ago in Ideas research 0 Future consideration