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Status Shipped
Categories Ideas
Created by Kelly Sebes
Created on Jun 1, 2020

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.

    Apr 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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  • Chris Eichermüller
    Feb 5, 2021

    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.

  • Meredyth G
    Dec 11, 2020

    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.

  • Shri Iyer
    Nov 18, 2020

    We need the ability to tag organizations as current clients, prospects, past clients, lost opportunity etc.

  • Daniel Cohen
    Oct 28, 2020

    I enthusiastically agree with both the use cases described.

  • Meredyth G
    Aug 17, 2020

    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.

  • +1

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...
Guest about 3 years ago in Voting 0 Shipped