Feature suggestions for ForceBC, PI2 Business Accounts & Seller Tools, PI2 Demo Accounts
(Examples of features relevant to ForceBC: Domo Cards, Opportunity registration, Quotes, Pricing Calculator, Lead Registration, Copy Prospect Data, etc)
Have two fields listed in Force BC for the opportunity Signer and the Opportunity Key Contact
When I try and create an opportunity for a prospect the signatory on the agreement form automatically defaults to the key contact, but our clients want the name of ...
Enable use of modules in PI Business Accounts
There no way for me a PI partner to experience PI2 like a client would.
the business account isn't fully workable and the demo accounts have me as a 3rd party...I ...
Domo Client Snapshot Export to PowerPoint
When preparing for a QBR we pull data from Domo for usage. But the reports that we pull from the Client Snapshot are not presentable to plug and play in the new QBR ...
Editing own Contacts in ForceBC
The ability to edit our own Contacts in our company account in ForceBC (name changes, update email addresses etc.).
Mark in FBC if CA is Enabled for a User
Useful info if we don't have third-party access and it's uncertain if the user is set up correctly (many owners overlook the tick box at the bottom of the user page)
You shouldn't have to create a new demo account every time you want to add a BA to prospect demo
You shouldn't have to create a new demo account every time you want to add a BA to a prospect demo account
Add Client/Prospect name to BA Completion Emails
If you have several active links in Partner Seller Tools as well as 3rd party access to some clients it's possible you get all kinds of "Jane Doe completed the PI ...
Add a sound notification for "Chat with an Expert"
We are all busy, including the service desk experts, and have multiple tabs/screens open. While waiting for a service desk associate (or waiting for an answer to a ...
In Domo Hero Points Dashboard
It's great to see the activity of existing users in the Hero Points view, but even more, we need to see users that ARE NOT using the software, we try to figure that ...
Dropdown feature for choosing Owners instead of editing after
When adding a Contact, Account, Opportunity, Registered Opportunity in ForceBC to be prompted on who the owner should be, as an admin that enters for many ...
Demo Account needs to assess candidates in Hire so that we can offer 1:1 hiring strategy sessions
Repeat clients and referred clients (most of my new business) are used to the 1:1 hiring strategy sessions, where we create a target for one of their roles, assess ...
Add a structured list to bottom of emails re: new/removed/deactivated users
Adding a structured list at the bottom of "new PI software user" emails and "removed/deactivated PI software" user emails will allow partners who leverage automations ...
Calendar invite button for participants in Workshop Confirmation Email
A feature on the auto generated workshop confirmation emails with an “add to calendar” button (I get a lot of requests for the calendar invites) so participants can ...
Done
Force Leads Reports
Either give us the ability to build our own filter or make these changes to one of the Leads set filters: only leads and not current clients and (1) the date ...
Closed workshops with feature for Parent/Child accounts together
In a closed workshop to have the ability to have parent & children available in dropdown to attend.
Full Module Access for Consultants regardless of the client's paid modules
Allow consultants to full access to make it easier to demo additional modules with real data rather than extending the "free trial" multiple times.
A SINGLE upgrade report
Can we get ONE report in FBC that just shows the status of ALL our clients and where they are in regards to PI2 Upgrade. Having so many reports is like a guessing ...
Done
Quantity of kits in auto gen materials confirmation email
It would be helpful for the auto generated materials order confirmation email to show quantity of kits ordered next to participants name to see at a glance, in lieu ...
Limit VMs to products selected in pricing calculator
The online pricing calculator is great but can also be confusing. Some basic improvements could make it much easier and reduce price quote errors.
I have ...
Please add back headcount to the software access configuration
It was helpful to have a quick view of headcount on the ForceBC client account page. It's lower on the page in the details however, I'm finding I miss it in the up
Simplify product selection on pricing calculator
The online pricing calculator is great but can also be confusing. Some basic improvements could make it much easier and reduce price quote errors.
Best Option: Ask ...
List of Trained People on the Client Snapshot
Would it be possible to add a list of trained people (and their training date) the the client snapshot please? This is a great summary of client activity but this ...
Under Consideration
Default Perform to No Notifications for [D] Demo and [W] Workshop Accounts
We are being overwhelmed by Perform notifications from Demo/Workshop accounts. Can those systems default the Perform module to No Notifications. It's not until I see ...
Ability to navigate/view person page from the Seller Tools Account list
I wish I could click on a person's name on the Seller Tools account list to see their BAs. You have to navigate to the software to view the BA
DOMO data for PI Assistant
How much its being queried and by who.
Good way to target for follow up and additional training/consulting.
Done
Ability to see all Support Cases for the team and filter by associate
Partners with multiple associates currently can't view all support cases submitted to Partner Services, only individuals can see their own cases. Viewing the team's ...
Amendment order forms
Suggest to make an edit to amendment order forms to make it clear that they are amendments and to which existing order form (quote number).
Partner Relations Availability could be improved
Still doing things for the first time here, I often get stuck in Force BC, most recently trying to register for a new workshop and trying to figure out which of the ...
Under Consideration
Live support only for clients
Often, when I reach out, it’s on behalf of a client who is experiencing an issue or confusion in the platform. In the past, being able to collaborate directly with ...
Under Consideration
Email notification on approved quotes to additional users (such as admin) with consultant of record
I do a lot of the admin work for my group of partners, including sending out approved quotes and account pauses. I am not the consultant of record, so I don't get the ...
Open Link Stats
It would be great to have a report on PI completed via the open link to have a complete overview of the usage. Many clients actually use open link as main method to ...
Under Consideration
Ability to select alternate materials when ordering or workshops
Ability to add different language kits and different materials to a workshop order aside from or in addition to the default materials for that workshop.
Demo Account Creation: Options for creating a demo account with dummy data or chosen data
I wish I could decide whether or not I wanted a demo account populated with dummy data or I could populate with my own data.
Use employee info for Hire2 Demo
We should be able to use the employees in a Hire2 demo account. Currently they are only housed in Inspire and we have to use dummy info for the demo.
PI 2.0 Welcome Guide Link added to Demo Account, Workshop Account and Certified Partners 2.0 account
The welcome guide (book icon) in clients 2.0 dashboard is a great resource and should be also available in CP business accounts, demo accounts, workshop accounts and ...
Tracking Virtual Workshop Preparation
Could you please reintroduce the option to monitor workshop preparation progress? We experience time and time that participants show up unprepared (e.g. having no ...
Add a report with trained people
Currently we don't have the possibility to generate a report for a given client with ALL the people who have been trained (adding an information about the training ...
Retain Original Assessment Date when transferring Prospects BAs from Legacy to PI2 Client Account
Currently, there is not a way to transfer the prospect assessment data into the client account with the original assessment completion date. The original assessment ...
Specific Client Overveiew Domo Dashboard recent data
Please can you add back into the Specific Client Overview in the domo dashboard the recent data? It was really useful to see who had been using the Software in the ...
Done
Discounts not to be shown
I do not want the discount to show on the order from. Please make it possible to remove this line from the quote. Thank you.
Domo report to find all clients with integrations
We are reviewing all clients with the PI2 upcoming transition in mind and would like to be able to note which clients have integrations. Which ones did them ...
In Quote/Contract Doc, Don't Use the Same Term for Two Different Aspects of the Quote
The quote/contract has two different places where the term used is "Billing Frequency." The first is the correct use--when they will be billed, i.e. monthly, ...
Ability to self-create custom reports
FBC is a database and a partner *SHOULD* be able to source the data in a way that makes sense to them/their business needs. Include/add the ability to select the ...
Introduce Permission Restrictions in Business Account
Permission restrictions need to be available in Business Account. Our Associates / Consultants cannot be allowed to see what everyone else is working on.
Ability to copy job target to client account from seller account
Looking for ability to copy a collaborative target job to a new client account. Partner likes to create a collaborative job target job as part of sales pitch with ...
Partner Access to FBC from Client PI2 systems (click through)
In Legacy, we've become accustomed to being able to access FBC anytime it's needed regardless of which instance we in. In PI2 we have to move back to either our ...
Add definitions directly on the pricing calculator
Please add the definitions for each Hire, Hire Pro, Hire EE, etc directly on the pricing calculator.
Under Consideration