Suggestions for optimized features or net new features related to ForceBC
Examples of features relevant to this page: Opportunity registration, Quotes, Pricing Calculator, Lead Registration, etc.
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 ...
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)
Under Consideration
Reviewed
Editing own Contacts in ForceBC
The ability to edit our own Contacts in our company account in ForceBC (name changes, update email addresses etc.).
Under Consideration
Reviewed
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 ...
Under Consideration
Reviewed
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 ...
Under Consideration
Reviewed
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 ...
Under Consideration
Reviewed
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 ...
Under Consideration
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.
Under Consideration
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 ...
Under Consideration
Reviewed
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 ...
Under Consideration
Domo
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).
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.
Under Consideration
Partner Education
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 ...
Under Consideration
Reviewed
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 ...
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
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
Identify LEARN users in Domo
Under Consideration
Domo
"X is a New Contact through PI Software" email request to add WHO created the new user
Hi! This request would mostly be helpful with big company clients, to add to the new software user email alert, besides their email address & user role but also WHO ...
Under Consideration
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 ...
Under Consideration
BizSystems
Update out-of-date Seismic materials
Remove materials that are no longer relevant or accurate. And update anything that currently exists in there. Thank you!
Done
Add PI photo library to Seismic
PI has a photo library that is used internally. Would be great for partners to have access to that library, as it has a lot of good photos of the product being used ...
Will not do
Timings for Quarterly Promotions
Please can you provide details of the quarterly renewal/new client promotions that will be available in a given quarter at least 3 months before the start of the ...
Will not do
MVP Scheduled Export/Import
If you could create a min viable product of exporting and importing, so that partners can ensure data accuracy. Thank you for your consideration!
Under Consideration
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 ...
Under Consideration
Team sharing / last modified by in DOMO
For larger organizations, it would be very useful to have a column in the client snapshot overview of teams launched in Team Discovery that show which user last ...
Under Consideration
Report Kit
Please include all forms in the report kit to reduce the number of clicks and downloads. This makes it easier to send all the necessary reports in one email.
Under Consideration
Hire
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, ...
Under Consideration
Clean up Client Cases
Under the support tab in Force < Client Cases, I have several cases listed from 2018 (the Cresendo era 😂). Can these be removed?
Under Consideration
workshop results
What happened to the workshop client evaluation report we could run???
Under Consideration
Update Account Owner/Update Contact Owner
When an account owner is updated in force, the contact owner should be updated as well.
Under Consideration
Change the pricing structure to be more lucrative for consultants
If you'd like to make PI wildly successful, make it more lucrative for the consultants.
It is no secret that people align their effort with incentives.
The ...
Under Consideration