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219 VOTE
Status Shipped
Categories Ideas portal
Created by Guest
Created on Nov 21, 2014

Grouping Ideas Portal Users by Customer/Account

It would be great to be able to define in Aha! what "company" or "account" each Ideas Portal user belongs to. After the company information is available, we would then want the ability to filter and sort the Manager Portal Users screen by this field. We would also want the ability to filter ideas by company so that we can easily see everything that has been submitted/added by users at that company. Adding similar filtering to the Ideas Portal itself would allow users to see everything others at that company have added (i.e. My Company's Ideas). The ability to see all the ideas that users at the company have voted on would also be helpful.

  • ADMIN RESPONSE
    Apr 8, 2021

    Organizations are now more powerful with Aha! Ideas Advanced.

    Combine all of a customer's feedback with CRM-like information — such as company size or industry — to better understand your customers.

    • Associate portal users with organizations to view all of a customer's feedback

    • Track what you have delivered for them recently

    • Analyze feedback across customers with filters in reports


    Schedule a demo with our customer success team to learn more.

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  • Karie Kelly
    Reply
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    Apr 9, 2021

    I understand your need to charge additional for advanced features; however, when you want Aha! to be adopted across a company and the additional pricing remains at the per user level for these, it is near to impossible to justify when the features are not value-add to all users/orgs that are utilizing.

  • Admin
    Kelly Sebes
    Reply
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    Apr 8, 2021

    We are excited to announce the new power of organizations in Aha! Ideas Advanced. Please add your feedback to the portal for any additional enhancements you would like to see. For example:

  • Kellen Hawley
    Reply
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    Jan 30, 2021

    I would absolutely love this feature. As an education technology company, we use Ideas Portals to gather feedback from teachers around the world. Being able to define what district they belong to would be incredibly helpful for differentiating between the needs of smaller/larger districts, national/international districts, etc.

  • Guest
    Reply
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    Sep 24, 2020

    I have trouble imagining how anyone is using Aha! for anything except a direct to consumer app without this feature. User's email domains are not always a company domain. Especially for smaller companies where users may be using the gmail address as they are not provided a company email, but WE still want to track them as a user of that company. Ideally we'd even like to be able to see a vote breakdown by company for an idea. Eg. idea has 248 votes. 240 from very large company A, 8 from medium sized company B and none from anybody else.
    Every competitor I have examined supports this feature. I'm going to be recommending that we not switch to Aha until or unless this feature is implemented but stick with our current provider. I'll probably check back in a year, because I really like Aha otherwise, but this is the very basics and it doesn't matter how great the product is otherwise, if it can't accurately collect appropriate meta-data about portal users and their suggestions/votes, I can't use it. Frankly it should support a generic account which has special functionality around (as described in the story and comments) but it should also support generic custom field meta-data on the portal user record. so when I create the portal user and sso them in from my custom application I can provide any details that I want to about that user. primary product, paying vs free user, role-in-my-application, etc. etc.

  • Susie Bowen
    Reply
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    Jan 17, 2020

    Another user mentioned this and I have the same need - we have some large enterprise customers and we need to be able to use the company name rather than the domain as the filter to help us with reporting and sorting the needs by both a group of customers and by individual customer. Some of these customers have multiple domains so we have to remember which domains to filter by rather than just being able to pick by customer/company name.

  • Guest
    Reply
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    Nov 18, 2019

    I wholeheartedly agree with the most recent commenters.  This is a big feature of competing products like ProductBoard, Craft.io, and a very useful one.  I believe you guys have a superior Idea flow however to those systems.  I think you should be able to push from Intercom, Zendesk, Salesforce, and Email/Gmail feedback and "attach" to ideas as a way to rank them, as  these are the tools a lot of customers will submit feedback through.  

    I agree with the other posters that it is really pertinent to see this moved forward soon, probably one of my top factors when considering resubscribing.

    Fingers crossed this will start to move into production!

  • Brian Cirrisi
    Reply
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    Nov 1, 2019

    We really need this to understand which of our users/regions/etc. are the most engaged. Also we want to map different feature requests to different regions to help us make decisions and understand markets better.

  • Frank Larsen
    Reply
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    Aug 20, 2019

    I would also really like to have the possibility to add 'Company' or similar field to the Ideas Portal users.

  • Peter Segre
    Reply
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    Dec 11, 2018

    Would like to see overall more attention given to delivering improvements to the Ideas portion of aha!  Seeing as this idea has not been implemented in over 4 years, it seems that Aha is ok with not delivering features that are considered core functionality of other interactive submission based portals.

  • Laura Giles
    Reply
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    Nov 16, 2018

    Is there any update to this request? It's 4yr old. Would like to be able to do all this in the reporting module - not just portal config tab.

    It would also be great to have the SSO response store the company name in a custom field to allow us to better maintain submissions and report on them as part of regular QBRs (vs us having to go back and find ids, export and group by company name.. 

  • Guest
    Reply
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    Jun 15, 2018

    I want to add custom fields to portal user so that I can add additional info such as MRR,Plan information for each voter

  • Guest
    Reply
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    Sep 1, 2017

    Simply looking for a field in the Ideas Portal User to identify Company.  As long as I can import or export that field, I do not need a specific report.  This is very important to us to manage our Customer Advisory Boards and Strategic Advisory Boards and stay aligned with Salesforce Campaigns.  A second nice to have would be to identify if they are a Customer Advisory Board or Strategic Advisory Board Member.  Being able to add customs fields to the Ideas Portal user would address several of the below.  But just having the Company Name field would address the biggest maintenance issue we have today.

  • Jamie Burr
    Reply
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    Mar 15, 2016

    Once you have the concept of Company embedded into the portal users, you could then start down the path of capping votes by company across all ideas, or only one vote per company on an idea - allowing you to have multiple contacts per company without unfairly propping up the vote count

  • Guest
    Reply
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    Feb 23, 2016

    We need the company dimension as well.I believe the company a user belongs to (and perhaps an extra level relating to department or site) is a fundamental dimension that should be deeply embedded in the idea space of Aha. 

    In fact, we would like to be able to use it to:

    • Have the ability to create an idea portal for each company (for a sponsor of a large customer following up feature requests of his staff) or at least provide the ability to filter by company in a general portal
    • Set importance of each company and take this into account for scoring features. For instance, a feature that is very important - relative to the total number of votes issued by this company - for a very important company is probably extremely important. 

     

  • Thomas May
    Reply
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    Jan 29, 2016

    Great idea -- I was just about to post this idea myself.  My SaaS company is driven by large, enterprise clients.  It is vital for us to link users to a specific institution/client/company and to identify all ideas posted by a specific institution/client/company, regardless of the user.

  • Per Hansson
    Reply
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    Jan 19, 2016

    For us it would be good to sort in the portal "my e-mail domain votes( or assignments)" or Company. This is for our customers to be able to work with their information and understand their company needs. In addition to this I would like such a filter to include only votes made from the specific e-mail domain or company. This would help to read out a key customers Top list.

  • Ross Reynolds (External)
    Reply
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    Oct 22, 2015

    Suzanne, a lot of solutions in this space sync to SalesForce for this info.  I'm thinking wireline but also user analytics like User Voice.  That would be ideal for us.

  • Guest
    Reply
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    Aug 4, 2015

    Suzanne, it would also be great to order by domain name on the portal, private users list.  We have a private portal and I create all the users up front.   Being able to list by company name would be really useful.   Ideally it would be nice to have a Company Field which we can fill in & a comments field.

  • Suzanne Vaughan
    Reply
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    Jul 21, 2015

    It's important to note that you have the ability on the Ideas List view to filter by and view "Created by email domain". While it does not meet the entire idea outlined above, it does give you some of what's being requested here. 

  • Shawn McKnight
    Reply
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    Jul 16, 2015

    I think there are two separate areas being discussed here:

    1) Allowing for mandatory fields on the ideas portal.

    This is a good idea on its own, irrespective of the idea being suggested here.  We too often have users skipping fields (even the description) and it makes management of those ideas difficult.  It would be great to enforce mandatory entry to ensure well-formed ideas.

    2) Tracking the customer/client/company associated with a user for reporting purposes

    While adding a mandatory field to idea submission could accomplish this goal, I think you'll run into issues with either:

    1. Consistency - Different users might type a name that is formatted differently than other users type.  This would make reporting on those results difficult.
    2. Management - The consistency issue could be resolved by using tags or a dropdown list of available names, but then that would require management of all the names which would prove cumbersome for administration.

    I echo the earlier comment by John Hopkin in that we are currently using JWT to log our users into the portal.  It would be a simple addition to pass the information we are looking to associate.

    Perhaps for ideal flexibility you could allow for "custom" fields to be associated with a user and then that way we could set up whatever data elements we want for a particular user.  It would become important that we could filter (and view) this information in the ideas list view subsequently.  That way we could track idea submissions by whatever custom information we wish to, without impacting the end user.

  • Load older comments
  • +119
30 MERGED

Possibility to add company name to portal user (different from mail domain)

Merged
For portal users there is only the mail domain that can be used to group users when looking at votes and comments. It is also hard to see what company the user works for if the mail domain is inconsistent. We have a lot of customers in China and ...
Kenneth Palm over 8 years ago in User management 0 Shipped
13 MERGED

As Product Owner I want to be able to add portal users to customers

Merged
We are a B2B SaaS tool and it would be important for us to know which customer a specific portal user belongs to. Also, it would be great to add attributes to a customer (like MRR, contract start, ...). This would give a way better view on what f...
Guest about 6 years ago in Ideas 0 Shipped
29 MERGED

Limit votes from one email domains to prevent gaming of the system or include this detail

Merged
We've noticed for some of our ideas that some of our clients have multiple votes. That's good to know that they really want a certain feature but it ultimately allows them to game the system a bit. I'd like to see 1 vote being registered for a com...
Guest over 8 years ago in Ideas 0 Shipped
9 MERGED

Enable the ability to add custom fields to Idea Portal Users

Merged
We are a B2B business and we would like to report on the ideas submitted by each of the business customers who submitted the idea. We would like to have the ability to setup a custom field for "Business Name" when setting up access to our Idea Por...
Doug Shum about 4 years ago in User management 0 Shipped
44 MERGED

Link customer feedback to Ideas

Merged
I'd like to log and Idea as belonging to a particular customer, rather than just the person that submitted it. If another customer has the same feature request then we just add their name and email address to the existing Idea. Then we can priorti...
Guest over 9 years ago in Ideas 2 Shipped
30 MERGED

Idea Portal: Add an organisation field to the user profile

Merged
We write software that is used by schools, and have a very active RFC process. We will be moving this to the Idea Portal in order to make it more transparent and efficient, but it is very useful for us to be able to see what schools are asking fo...
Guest over 8 years ago in User management 0 Shipped
18 MERGED

Different vote limit or reporting filters for ideas based on account type (free, low-touch, enterprise)

Merged
Given that we have a freemium tier, we would like some way to give paying users more weight in voting decisions. One way would be to give them more votes to "spend" based on being a paying account and perhaps even more if a major account. Another ...
Guest over 6 years ago in Voting 0 Shipped
9 MERGED

Ideas: custom user info

Merged
Be able to pass custom user information for ideas
Guest over 4 years ago in Account settings 3 Shipped
5 MERGED

setup portal users under companies

Merged
we are a b2b company and its imperative for us setup individual portal users under the business they belong to. this allows to easily see requests under a given business
Amod P almost 4 years ago in User management 0 Shipped