Share your product feedback

Add a new idea Subscribe
Status Shipped
Categories Voting
Created by Jeanette Resnikoff
Created on Feb 24, 2026

RELATED IDEAS

Include organization custom fields for proxy votes

What is the challenge?

Often there are multiple versions of an Organization for various reasons. (Syncing from CRM, regional versions etc.) When submitting a proxy vote, it is not clear which organization to select if there are multiples with the same name. For example, a user may be presented with 10 ACME organizations, but each one has a different CRM ID and region. The voter has no way to differentiate the options.

What is the impact?

Improve proxy voting and feedback association

Describe your idea

Display additional custom field data about the organization when submitting proxy votes.
Ideally, even filtering the organizations eligible for display by custom fields would offer even greater control.

  • ADMIN RESPONSE
    Apr 3, 2026

    You can now choose two custom fields to show along with the organization name. Go to Settings > Account > Organizations to select one or two fields to show. These fields will appear on organizations when proxy voting, to help make sure you have selected the intended customer.

  • Attach files
  • +1
Idea management by Aha!
Create your own ideas portal to crowdsource feedback
© 2026 Aha! Labs Inc.•All rights reserved