Notes
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1
VOTE
Merge ideas portal guest user with Whiteboard guest user
We want to provide ideas portal users (our customers) with guest access to select whiteboards to collaborate with us in. When we share a whiteboard with them as a guest, they still have to create another password, with different password requireme...
0
Future consideration
2
VOTE
Add PDF workspace documents as a related link to records
What is the challenge?
Cannot find PDF workspace documents in the documents list when I try to link a PDF document I have added to Knowledge > Documents, when I add a related link to a record
What is the impact?
Have to manually link fr...
0
Future consideration
3
VOTE
Pivot tables embedded in notes export to PDF display issues
What is the challenge? When a note with an embedded pivot report is exported to a PDF optimized for printing, the pivots are not treated well. If a table spans 2 pages, rows will be cut off between 2 pages instead of splitting between the pages. C...
0
Future consideration
1
VOTE
Per-folder access control in knowledge bases
What is the challenge?
If I create a folder and I want to control who sees it, I can't, even though I can control who sees the notes contained within the folder individually.
I can create a note with nested notes, and control who sees all of th...
0
Future consideration
1
VOTE
Ability to embed PDF files in notes
What is the challenge?
Want to be able to view a pdf directly when within a note, without having to download said pdf and view it externally.
What is the impact?
Allows for quicker viewing of files.PDFs would now be displayed and scrollabl...
0
Future consideration
10
VOTE
Add ability to sort tables in notes
Who would benefit? anyone trying to present data in a note What impact would it make? would help readability of notes How should it work? Would like to be able to sort a table of feedback from the client by a column (ex. priority) or a table of cl...
0
Future consideration
2
VOTE
Create and roll out document tree templates
What is the challenge? We are trying to drive consistency across how our research is carried out and what information is captured in notes across workspaces. Providing a method to define a folder structure of key information which can be rolled ou...
0
Future consideration
10
VOTE
Save custom highlight colors in text editor
I find the default text highlight colors too muted — typically I want to highlight something to make sure people notice and choose a bright "highlighter yellow." However, I have to keep updating the hex every time. I wish that the text editor...
1
Future consideration
17
VOTE
Bulk copy and move notes while maintaining hierarchy
As a manager I would like to be able to create a notes hierarchy of project documentation, so that my team can copy the hierarchy and move it to their workspace. The business value is that we have standardized our project artifact structure, and s...
1
Future consideration
8
VOTE
Include Requirements when using AI Draft Release notes from a release
Who would benefit? PMs What impact would it make? Save time from creating a list report How should it work? Using AI Draft Release notes directly from a release doesn't allow you to pull in requirements of features that are contained within that r...
1
Future consideration
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