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7
VOTE
Intelligently reduce fields shown when adding fields to a report
What is the challenge? When I am building a report, every time I go to add a field to a report, I get a dropdown showing every possible field associated with that record. Fields for every custom workflow for every workflow in the account, tons of ...
1
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...
0
Future consideration
1
VOTE
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...
0
Future consideration
2
VOTE
Reporting on the Custom Terminology
What is the challenge? Is there a way to report on across the Account Level to see any product line / workspace that has custom terminology? How would you solve it? It would allow Admins to filter on the different custom terminology being used? Wh...
0
Future consideration
1
VOTE
Include Organizations in Automation rules
What is the challenge? When integrating Organizations/Contacts data from external source, I want to be able to do automated operations using rules when entries are created and/or updated + introduce possibility to use equations as part of the set ...
2
Future consideration
6
VOTE
Allow KB users to give feedback on notes
What is the challenge? Those managing a KB want to know if pages are helpful to their end users, but there currently is not way to ask for feedback. How would you solve it? Add a widget at the bottom of each KB page to ask for feedback. This could...
1
Future consideration
3
VOTE
Multi-language support in KBs
What is the challenge? Non-English speaking users need to access content in a KB. Currently a separate KB must be generated in each applicable language. How would you solve it? Provide KB translation. What impact would it make? Allow non-English s...
0
Future consideration
4
VOTE
Publish the same note to multiple KBs
What is the challenge? Currently a note can only be published in a single KB. Users need to publish the same note to multiple KBs when: It is a different audience needing the same info They set up different SSO methods per KB. How would you solve ...
0
Likely to implement
1
VOTE
Ability to refresh chart report
What is the challenge? When changing the filter, in my use the workspace, on a configured chart report I have to hard refresh using the browser refresh option to get the chart to update. How would you solve it? on detail and pivot reports when you...
0
Future consideration