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  1. Be able to manually enter user and account traits

    Sometimes admins need to manually enter user and account traits. It would be great if they had the option to create user and account traits directly in UserVoice.

    20 votes
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    5 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pass traits through the SSO token

    For cases where passing user and account traits via the JS SDK isn’t possible, it would be great to be able to pass traits via an SSO token.

    13 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow reordering of custom user and account traits in admin view

    When looking at a user, I'd like to put the traits in order of importance, rather than the default of alphabetical.

    5 votes
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    1 comment  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Filter suggestions by custom fields

    Be able to filter the list of suggestions in the admin console by the custom fields we import for accounts and users.

    5 votes
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    1 comment  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Allow user id as the unique identifier for users (instead of email)

    Email is the unique identifier in Uservoice for users, but there is a need to use an id as that is what is used in our system.

    4 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Roll-up numeric custom fields

    I want to combine custom fields that are numeric so I can see the roll-up across ideas

    4 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show User & Account custom field data in the suggestions grid

    Show User & Account custom field data in the suggestions grid. Right now you can segment on the data; however, you can't see any of the data in the suggestions grid.

    I understand that the suggestions' grid fields are aggregated, but it would be awesome if there was a way to pull all the data in, not just the three predefined fields, Users, Accounts, and MMR.

    3 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Hide unused fields from the User and Account record view

    Not the grid but the single page view.

    2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to sort by account on the user's page

    When viewing a list of users, you can't sort by account. Would like a way to sort by account, as this can be a quick way to quickly see which customers aren't connected to an account yet.

    2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Provide currency custom fields that display '$' or the appropriate currency symbol

    It is helpful for a custom field value that is a money related to display a $ or the appropriate currency to help at first glance.

    But the only way to include a $ would be to create the custom field as a string, which doesn't allow sorting like our current number custom field.

    2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Filter based on segments

    Allow a filter based on a segment value

    2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Use or logic when creating segments

    Use or logic for creating segments vs just and when looking at fields

    2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  13. 2 votes
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
    Deferred  ·  Claire Talbott responded

    Hi Everyone,

    We have reviewed this idea, and it’s not something we plan to implement. Even though we are deferring this idea for now, it is still open to votes and comments. We do want to hear your opinion. Thank you for the feedback, and please, keep sharing!

  14. Be able to filter Accounts from the idea view

    Provide functionality to filter out votes/revenue data from specific accounts, or from internal voters

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Improve Segmentation Rules

    Improve segmentation properties by allowing more than "equals" and "does not equal". Ideally you should add "contains" "does not contain" "is known" "is unknown". Date properties should also have "is before" "is after" "is between". Number properties should have "is greater than" "is less than"

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Hide External ID from User & Accounts grid

    The external ID of a User or Account record is (or may not be) important information to have at-a-glance.

    Hide this from the Users and Accounts grid, or provide an option to hide it.

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Sync "Last Active" from User when added to an Account

    Update the account's "Last Active" date each time a user is added to the account, or by checking all of the account's users on a schedule (every 24h, etc)

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customer facing Team groups in Uservoice

    Hi team. A visual structure that customers can be recognised as part of a team, group or company.
    For example: Team name "Microsoft" members name "Steve". All the ideas submitted by the team are shown under the team page and badges generated for teams that submit a number of ideas. 1-10 ideas gets the first badge, 10-50 ideas another badge. 50-100 etc.

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit the names of standard fields

    Please enable standard field names to be edited so they're more in line with our use case. We want to keep the magical properties they have, but name them something more in line with what we see in our own CRM.

    1 vote
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    0 comments  ·  Customer Traits & Segmentation  ·  Flag idea as inappropriate…  ·  Admin →
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