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Created by Michael Marfise
Created on Sep 12, 2020

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Need to access the Organization Name in filters and reports

Its critical we can run reports and get data on the ideas by Organization Name from SDFC, Crazy! this field is not seachable or filterable. We MUST have this in the product or we need to conder moving to another product . We have used custom tables to try to resolve this, but it is a mess to try to do this with SDFC integration. We alos tried proxy voting but that didn't work. WHAT CAN you do to get this in ASAP???

  • ADMIN RESPONSE
    Sep 14, 2020

    Thank you for reaching out.

    You can report and filter on the salesforce accounts in your ideas. Within Aha! we call these accounts 'organizations'.

    • You can learn more about building the reports here.

    • You can also open an idea in Aha! and click the blue link 'View in list report' at the top right of the proxy voting table. Then customize the filters from there.

    Please let us know how that works for you.

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