RELATED IDEAS
Custom fields for Idea Organizations
We would love to have custom fields for Organizations. This would allow us to note things like the company's account manager, subscription plan, industry, etc. We could then report, filter, and pivot on this information.
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ADMIN RESPONSEApr 8, 2021
It is now possible to capture CRM-like information for organizations! Define a custom field layout and use report filters and pivots to find the top ideas for different types of customers — available with Ideas Advanced.
Schedule a demo with our customer success team to learn more.
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Map Idea fields to Proxy Vote fields
Each idea is automatically given a proxy vote, but the other fields don't carry over into those votes to be able to aggregate them. In my case, I want to track the value of the customer making the request through ARR. If multiple customers have th...
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Right now when I Proxy vote on an Idea, I can track additional variables for that proxy vote: We use things like:
Region: AUS/NZ, DACH, Benelux, US, UK, Nordics, etc..
Value: account $ value
Type: Customer, Prospect, Lost Customer, etc...
If i have an organization that i want to tie to 5 different ideas, i have to renter those fields ever single time, however those fields are organizational variables. When adding a proxy vote, those values should come from the organization.
This is a big blocker for us. We have had to add custom fields to votes rather than the organization. We have added ACV and are adding a segmentation field so we can the number of markets an idea is related by the orgs market. The Aha reporting is not the best due to the duplication of the acv and custom fields on each row.
We need the ability to tag organizations as current clients, prospects, past clients, lost opportunity etc.
I enthusiastically agree with both the use cases described.
We would like to see this as well. We need to be able to link proxy votes to internal account id's and the account value for roll up reporting for Idea for prioritization and revenue attribution. I think the easiest way to do this would be add custom fields to organizations. Currently, I added these as custom fields to the proxy vote. However, the updating of these is going to be very manual.