Each time I want to access one of my reports - I have to click Roadmaps > Overview > Select my Folder > Choose my report. I would like to be able to go straight to my reports folders, perhaps via configurable quick links or access my favo...
Julie Edwards
over 5 years ago
in Reports
2
Future consideration
What is the challenge? Our customers can't get notified when a new discussion is posted in our Ideas Portal, some customers are adamant about responding to other customers and often forget until they get the weekly summary. How would you solve it?...
Vincent G
8 months ago
in User management
0
Future consideration
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...
Tammy Culp
8 months ago
in Account settings
0
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
8 months 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
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
8 months ago
in Reports
0
Future consideration
Restrict license allocation to paid seat groups, not accounts
It's ridiculous to have "paid seat groups" and allocate those licenses to other psg's within the account. Licenses limits should be observed strictly within each psg. I've lost seats for my group without my consent simply because they've over-allo...
Guest
over 1 year ago
in Account settings
0
Future consideration
Bulk option to create related ideas for multiple features at once
If I want to get customer feedback on features that I'm already planning, I would like to add them to the ideas portal. Currently, I have to do this one by one. It would be nice to have a bulk option. This would also be helpful if I need to seed a...
Guest
over 4 years ago
in Ideas
1
Future consideration