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Status Future consideration
Categories Voting
Created by Brian Trombley
Created on May 15, 2020

Make the proxy vote field labels customizable

Our employees will soon be able to submit votes on behalf of customers through our private employee Ideas site. The existing proxy voting form only allows them to select an organization, a description, a link, the "value" (which isn't defined), and the "contacts" (which isn't defined).

We want more flexibility to capture the fields on a proxy vote that are relevant to us. We also want to use different terminology, so our employees understand what info we want. For example:

  • Customer contact name

  • Customer contact email

  • $ value associated with this

  • Attach files
  • Brian Trombley
    May 21, 2020

    Thank you, let's change the title to make the default field labels customizable.

  • Admin
    Kelly Sebes
    May 21, 2020

    This article walks through how to add custom fields to your proxy vote layouts. Note - not all types of custom fields are supported for the ideas portal.

    If you would also like to rename the standard fields on a proxy vote, we can change the title of this idea accordingly.

    Let us know if you have any other questions or feedback!

  • Brian Trombley
    May 21, 2020

    I likely misunderstood a response from Aha support. If this is possible, excellent.

  • Admin
    Kelly Sebes
    May 21, 2020

    Thanks for the idea! Is the need to be able to add additional custom fields for proxy votes? If so, that is already possible with the 'Idea proxy votes' custom fields and layouts. Or is the need more about being able to rename the standard proxy voting fields? If this is the case, I'll rename the idea so that it is easier for other customers to find and vote for it.