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Ability for attachment in scheduled report

I would love the ability to send a PDF attachment along with a regularly scheduled report. For more context, I'm asking PMs to fill out information in an idea that has 5 different scenarios of what to do. I have a guide with step by step instructi...

Julie Martin over 1 year ago in Ideas portal 0 Future consideration

5 VOTE

Admin response templates

Based on trends we have seen with idea submission, there is generally a few buckets submissions fall into that require an Admin Response. As such, we have drafted positioning templates to expedite a proper response in these situations. It would be...

Guest almost 4 years ago in Ideas portal 0 Future consideration

9 VOTE

Merged Idea Count column

I'd love to see the number of ideas that have been merged into an idea. There's a Merged Ideas column that shows me the names of all ideas that have been merged into a specific idea, but that can get a bit unwieldy when you've got more than a coup...

Bryan Crist about 7 years ago in Ideas 0 Future consideration

1 VOTE

Custom Notifications for Ideas Portal

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 10 months ago in User management 0 Future consideration

1 VOTE

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 10 months ago in Account settings 0 Future consideration

1 VOTE

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 10 months ago in Notes 0 Future consideration

1 VOTE

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 10 months ago in Strategy 0 Already exists

1 VOTE

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 10 months ago in Reports 0 Future consideration

2 VOTE

Make "Initiative quarter" field available for filters and calculations in reports

Initiative quarter is already available for display in reports, but I can't filter or use it in calculation columns. I have to create my own custom field and create my own calculations from "Initiative end date" in order to use what is already ava...

Jor Bratko over 1 year ago in Reports 0 Future consideration

2 VOTE

Enable overlay of milestones on schedule or phase roll-up duration bars

It would be very useful to have the option to have milestones (all, or selected) displayed directly on the duration bar for a schedule or phase, instead of having them each take up a row beneath, the way activities do. This would make a schedule-l...

Guest over 1 year ago in Schedules 0 Future consideration

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