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8 results found

  1. Allow reporting of Salesforce Connector data with data in idea grid

    Currently, the data from the Salesforce connector can only be analyzed in the Account Insights report, which means you aren't able to use it alongside other data and custom fields in the idea grid view.

    6 votes

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    Completed  ·  Jared Shaffer responded

    We are now able to surface data from the Salesforce Connector in all areas of our application, including Account Insights and the Idea Grid. We have sent instructions to each of you with information on how to get started. Feel free to reply here for further instructions!

  2. Be able to filter Accounts from the idea view

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

    7 votes

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    Completed  ·  Torre Matthew responded

    Hello 👋


    The Account Name filter is a new filters available to you with advanced filters. This filter allows you to find ideas supported by users belonging to specific accounts.


    More on advanced filters here.


    Thanks for this feedback.

  3. Filter ideas by custom fields

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

    6 votes

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    Completed  ·  Torre Matthew responded

    Hello 👋


    You can now filter ideas by custom field values. In the main idea grid filter panel, you'll find select lists and boolean custom field types, while additional field types like numeric, date, and currency are available as advanced filters.


    Thanks for this feedback.

  4. 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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    Completed  ·  Jared Shaffer responded

    Hey there, you can use the column selector dropdown to hide/display columns on the Users and Accounts page.

  5. Hide unused fields from the User and Account record view

    Not the grid but the single page view.

    2 votes

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    Completed  ·  Jared Shaffer responded

    From the Users or Accounts tab on an idea, you can hide/show each of the columns by clicking the column selector. Check out the attachment for reference.

  6. Change MRR to Revenue

    Not everyone uses MRR, change the name to Revenue or allow it to be altered, or total numeric traits on a suggestion

    6 votes

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    Completed  ·  Claire Talbott responded

    Hi everyone,

    We are now using Revenue instead of MRR in the application. This allows you to pass the unit of measurement for accounts that bests fits your business needs when it comes to evaluating ideas.

  7. Easily assign a User to an Account

    Easily/automatically assign a user to an account. Examples: assign users to accounts based on an email domain. allow an admin to manually assign them to an account, esp. if the user is using a personal email address

    10 votes

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    Completed  ·  Claire Talbott responded

    Hi everyone!

    We’ve released this feature! How it works is:

    External accounts will be automatically generated and populate the Accounts grid in UserVoice as external users emails are added to UserVoice.

    Since these accounts are generated based on user email domains, each account’s name will match the email domain that generated it minus the “@” symbol.

    External ID of the account will always be the full domain including the @ symbol. For example, External ID: @acme.com.

    Per account, the number of users will be updated as feedback is received by users from that email domain.

    If you don’t see this option, contact support@uservoice.com, and we will help you get it turned on for your account.

  8. Filter based on segments

    Allow a filter based on a segment value

    2 votes

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