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Many-to-one custom fields should be clickable (like many-to-many custom fields are

What is the challenge? When accessing records in a custom table, if many-to-many custom fields are used, you can single-click the field on a record or in a report to open the context card. This does not work for many-to-one custom fields. What is ...
Perry Hurtt 4 days ago in Reports 0 Future consideration

Organisation in the Portal Display

What is the challenge? We have just launched the Ideas Portal for our Global Customer base and a consistent feedback has been that our customers want to be able to see the customer name as well as the organisation (and potentially any organisation...
Martin W 4 days ago in Ideas portal 0 Future consideration

Remove extra whitespace in resized embedded views when exporting to PDF

What is the challenge? If you have a note with an embedded view configured to resize to fit when publishing, there is usually extra whitespace at the bottom of any view that had to resize (wider and taller than the page). What is the impact? It lo...
Daniel Campbell 10 days ago in Reports 0 Future consideration

Asking for more user-friendly IDs for custom table entries

What is the challenge? The current Custom table record IDs (e.g. 7576123412341234123) are long, complex, and difficult for users to remember and manage. What is the impact? Difficulty in communication and collaboration when users need to share or ...
Tanya Lin 3 days ago in Epic 0 Future consideration

Allow @mention in Note field

What is the challenge? We use the 'Note' field throughout our record types, including Goals, Initiatives, Features, Requirements, etc. While we can use To-Dos, it would be easier for many of our use cases to @mention someone directly in the field ...
Jon Ragsdale 5 days ago in Comments / Notifications 0 Future consideration

Customize the options available in the "Goals" and "Initiatives" fields on related "downstream" records

Who would benefit? Organizations that need to ensure that a large group of users link records together in a consistent way for roll up reporting. What impact would it make? Improved data quality by providing a narrow selection of possible goals an...
Dale Potter 5 months ago in Strategy 0 Likely to implement

Now/Next/Later Roadmap - Configure columns based on Status field

Who would benefit? Product Teams who actually follow the Lean Roadmapping approach. Please read this awesome overview from Janna Bastow: https://www.prodpad.com/blog/invented-now-next-later-roadmap/ What impact would it make? "The Now-Next-Later r...
Stephanie Redl 3 months ago in Roadmaps 2 Future consideration

View a dashboard as of a historical date

What is the challenge? Dashboards are always updated in real time, but for some stakeholders, there is interest in viewing a dashboard as of a historical date (e.g. 1st day of last month). What is the impact? This would enable teams to use Aha dir...
Evan Hollohan 3 days ago in Reports 0 Unlikely to implement

better sorting capabilities in reports

What is the challenge? Currently, the options for sorting are limited to only the fields you pull into pivot report or roadmap. What is the impact? It would be great to have the option to add additional fields when selecting group sorting, like in...
Becky Lee 4 days ago in Reports 1 Already exists

Set the direction of text in reports

What is the challenge? Limited space on screen. What is the impact? Rows can take up too much space and push cells off screen. Describe your idea Add the ability to set the direction of text in pivot and custom roadmap views. For rows with many ce...
Steve Dagless 4 days ago in Reports 0 Future consideration