Grouping Ideas Portal Users by Customer/Account

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.

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:

• Allow portal users to view feedback from their own company

• Salesforce integration to send custom field values

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.

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.

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.

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!

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.

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

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.

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.. 

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

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.

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

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. 

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.

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.

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.

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.

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. 

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.