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Status Future consideration
Categories Ideas
Created by Guest
Created on Sep 20, 2021

Organizations / Contacts hard to manage and use

When you are "voting" on an idea, you have organization as a required field, however there is no way for me to make this a field that is available during idea submission. I have to create a custom table (organization), and then I have to manually enter all the organizations we have into that table. This means that for internal teams using this ideas portal, there is a lot of manual upkeep. It's hard in general to work with Organizations/Contacts because the ONLY way you can link them is through proxy voting. If you add a contact or organization after the fact - then you can't link them up without doing a full import/export.

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    Austin Merritt
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    Sep 27, 2021

    Hi there, thank you for your idea. Could you share a bit more about your use case? For example are these ideas being submitted by internal teams or are they being submitted by the customers themselves? Thanks!