RELATED IDEAS
Combine report filters for "Created by Aha! user" and "Created by contact"
In an ideas report, there is a column called "Idea created by".
Two filters currently point to this same field -- "Created by Aha! user" and "Created by contact".
When you click on the "..." option on the "Idea created by" column and select "Filter", only the "Created by contact" filter is added.
It would be easier if this filter was combined into one that included both Aha! users and portal users OR that both filters were added at once.
7
MERGED
Ability to easily search for an Aha User & Contact (Portal user) when they're the same person.
We have some internal users who previously used the portal but then moved to submitting ideas from their Aha Account. When anyone wants to see the full list of ideas submitted by these users they need to apply both the "Created by Aha! user" and "...
2
Likely to implement
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Would it be possible to have a third field that is not tied to users or contacts but simply displays the submitter name? Then this field could be used for reporting and filtering purposes only.
The impact on our company is that we can't as easily report on adoption of the system. A manager might want to see what proxy votes each of his team members has logged. If any of them are power users (i.e. Roadmap subscriber), they don't show up in the Contact filter. In the report, Contacts and Aha Users are merged/unioned, so the filter should work on that basis.
Another option to fix this is to fill in the Contact the same way for all users, no matter whether they have a Roadmap subscription or not. I created these proxy votes from SFDC, yet my name is not a Contact, but rather an Aha user
I don't know if the two different filters need to be combined. They are looking for different things, after all. However, the system should let users know that there ARE 2 separate fields directly from the UI. Perhaps having 2 filter options on the column dropdown or a small modal asking which filter we want to use here (I hate more pop-ups, but it could work). That way, it would be obvious that 2 different fields/filters exist.