My ideas: Voting
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VOTE
Proxy Voting: Need option to configure to allow other portal users to see proxy votes
Multiple user types (support, sales, presales, acct managers, etc) have ability to vote on behalf of a customer however today the proxy vote information is retained only under the user that made the request which means no other support users , etc...
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19
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Customize permissions of adding new contact or organization through the proxy voting flow
We would like to turn off the possibility to add new contacts and organizations in the proxy voting flow. The reason: we have a separate flow for adding new contacts and organizations which is in sync with other systems. We have many custom fields...
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28
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Add upvote by organization in idea submission form
Our ideas portal is private, and primarily used by customer-facing stakeholders including sales and support. Since an idea does include a vote because it in itself is an idea and therefore has to be requested or "voted" on by someone or some org i...
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45
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Enable private portal users the ability to have multiple votes per idea
I am trying to add a private portal for our sales employees to submit requests on behalf of customers. This means every time a customer wants the same idea, I need a way for the sales employee to add another vote. A workaround I am thinking of is ...
10
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16
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Include proxy vote details on primary idea after merge
The number of votes, indicating interest, is one of the important inputs when evaluating idea priorities. Currently, when an idea is merged, their votes and subscribers are merged to the primary - assuming duplicates avoided if there is a limit of...
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2
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Update Total Votes count logic on research tab when ideas are merged
What is the challenge? When multiple ideas are promoted or linked to the same record, the Total Votes count reflects a sum of all votes across those ideas. The challenge is that if one of those ideas is merged into the other, then the Total Votes ...
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11
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Integrate with SalesForce for the organizations and contacts used for proxy voting
We use SalesForce to manage all our customer contacts (like many businesses). I would like to be able to have the list of organizations and contacts stay up-to-date with the companies and contacts our sales and account management teams manage in S...
2
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20
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6
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To exclude votes from a specified domain from reports
We allow internal and external users to vote on ideas, but we are often interested in seeing just those ideas with external votes on. There is a filter on voter domain but by using the existing filter of 'none' and selecting the domains we want to...
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6
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