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.
Dan Fiore commented
This should be a must have - with so many related accounts in salesforce, and in particular for our biggest and most important clients, the integration will not associate ideas with those clients.
Kevin Praeger commented
In addition to adding, editing user information should also be a part of this request.
Fernando Madruga Pinheiro commented
When creating a new supporter in a suggestion, often I have users with a generic e-mail (@gmail.com and so on), but they have an account related to them.
The main problem is that the analysis on accounts and revenue to prioritise them becomes inefficient.
Nowadays I don't have a way to assign this new supporter to an account through the UI, only through the API.
Manually associate an end user with the account they belong to. This should override the automatic association, or any data that's being imported.
Add Users not currently mapped to and Account to an Account
Elina Hu commented
Yes! I'm surprised that this isn't already a feature. We have an Account Management team that works with our customers and there are a lot of tags relating to what segment a user/account is in that we will would like to associate them with and have that carry over automatically to the ticket.