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Add Notes to Contacts / Organisations

Throughout the system you can link notes to other areas e.g. Features, Epics. It would be great if notes could also be linked to Contacts and Organisations. For example, we keep a record of cutomer interview snapshots as notes and would like to li...
Steph Reddington 3 months ago in Ideas portal 0 Future consideration

Bulk Edit Contacts

For GDPR we have to give contacts the opportunity to opt out of communications from us. I have a list of contacts who no longer wish to recieve comms and I want to be able to add a TAG to these. At the moment, I have to individually add this to ev...
Steph Reddington 3 months ago in Ideas portal 0 Future consideration

Copy Idea Portal URL to clipboard

The admin view of an idea has a copy to clipboard feature that copies the admin URL. It would be beneficial to admin users to have a clear option of which URL to copy based on who the recipient is. It wasn't clear that there were 2 URLs and then I...
Ryan Hutnick 4 months ago in Ideas portal 0 Future consideration

Allow Workspace Owners to Manage their own Ideas Portals

Right now ideas portals can only be created and managed by admins. Workspace owners cannot create an ideas portal or manage the portal for their workspace. As a workspace owner I should at least be able to create and manage ideas portals that are ...
Jacob Papka 4 months ago in Ideas portal 0 Unlikely to implement

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...
Sanchit Jain 4 months ago in User management 0 Future consideration

Add unique identifier to organization drop-downs

We have duplicate org names, that are only unique thru their client id. We need the ability to be able to determine the correct org (e.g. for adding an idea), by adding the client id to the organization dropdowns (e.g. Boeing 12345)
Sara Olson 4 months ago in Voting 0 Future consideration

Allow a default value setup for Organization on proxy voting form

It is not always we can have an organization for a proxy vote. If we cannot remove this as a required field on the proxy vote, we need to at least have the option to set a default value for Organization.
Jyothirmayi Talaparthy 4 months ago in Ideas portal 0 Future consideration

Ability to move default required fields on a layout

Currently the default required fields for a layout like 'Organization' and 'idea name' as the first field at the top of an ideas layout. We have usecases where other fields like idea categories to be places before the idea name after the workspace...
Jyothirmayi Talaparthy 4 months ago in Ideas portal 0 Future consideration

Ability to configure keywords on Ideas to improve discoverability in portal

When stakeholders are using an Ideas portal they are searching for a term they are familiar with, and this may not have been used on an idea they are actually searching for. In our industry an example would be searching for "Taxes" and not locatin...
Michael Bruner 4 months ago in Ideas portal 0 Future consideration

Clear filter & sort button from Ideas Portal

In Ideas portal, there should be a clear filter and sort button. Because it is not very apparent that you may have filter and sort on your Ideas. Also the filter should possibly change colors if it is applied to bring attention that a sort or filt...
Guest 5 months ago in Ideas portal 0 Future consideration