Ideas

What is the challenge? Currently, when a new idea is linked to a record in Salesforce, the page refreshes. What is the impact? If this happens while the Salesforce user has an open chat or call in the Salesforce interface, this can disconn...

What is the challenge? Currently it is not possible to share the ideas exploration page as a web page after saving the view. What is the impact? Inability to share with managers, etc. unless they have reviewer access to Aha! Describe y...

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

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...

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...

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...

What is the challenge? We are using the Organisation data for maintaining information related to our customers, such as ideas etc. When we need to communicate with a customer regarding something such as an update that affects them, usually they ...

What is the challenge? Remembering to link the initiative to the idea after both have been created and having to click the Related link to view the initiative What is the impact? Adding steps in the idea creation process Describe your ...

What is the challenge? A team might want to report on the number of proxy and normal votes for an idea next to each other in the same report, and filter the ideas in the report to those that have had at least one proxy vote. Currently this isn't...

What is the challenge? Support agents creating linked ideas from Zendesk tickets need to work more quickly. Drafting descriptive titles to ideas can be a slowdown. What is the impact? Ideas are created with titles from Zendesk tickets (whi...