Suggestions for optimized features or net new features related to ForceBC
Examples of features relevant to this page: Domo Cards, 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)
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 ...
Editing own Contacts in ForceBC
The ability to edit our own Contacts in our company account in ForceBC (name changes, update email addresses etc.).
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 ...
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 ...
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 ...
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 ...
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 ...
User Activity for stats - improve the report
Many clients ask us for quarterly usage reports, and we cannot generate consistent reports over time. We need a report where we see SENT assessments and assessments ...
Under Consideration
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).
Make the Pricing Calculator Easier
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 know I have ...
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
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 ...
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.
Deactivated Users (should be called Deactivated not Disabled) and Give us the user name
Many of us work hard to keep up with our software users and have processes to capture newly created users but we also want to identify when a user is Deactivated. It ...
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
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
"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
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 ...
Report with Folders' accesses
It would be useful to have a an export of all users with their role and folders' accesses. For large or multinational clients it is a pain to find out such ...
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 ...
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.
Under Consideration
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
Support Request Form- remove automatic clearing of information
when submitting a request for support, if one item is left blank- other key fields are cleared of information when the blank item is added. (Usually client name and ...
In Progress
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
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
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 ...
Under Consideration
retirement of Client PI Software Usage Report
We are missing the Client Usage Report which used to be available in the Reports section of ForceBC. Our clients found the amount of data in the usage report really ...
Under Consideration
Application Integration
Adding workflow integrations with Salesforce, PM or CRM platorms, and "chat" platforms such as Teams, Slacks, etc.
Under Consideration
ability to put an account on hold and unhold
Partners should be able to put their accounts on hold and remove the hold themselves.
Under Consideration
Add child account info to order forms
Would be useful to be able to be able to show child account details on order forms, especially when they are a seperate legal entity (but owned by the parent).
Under Consideration
Ability to see who has accessed the workshop Pre-work
A List of the users for a particular workshop that have or have not access the necessary workshop pre-work (i.e. Drive Results with Talent course in Learn).
Under Consideration
Promotion --> Auto-Quote/Opportunity creation
When there is a promotion (e.g., 2 free months of Inspire or 5 free Design teams until 7/1), automatically create the open opportunity or amendment for the ...
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.
DOMO price increase required by client
Please can we have this report in Euros as all our contracts are in euros? A dollar increase does not really help our planning.
Will not do
Upcoming Software Renewals email
I keep getting emails telling me that I have upcoming software renewals and when I click on the button, I get to a page that says "NO RESULTS". This has happened a ...
Under Consideration
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
Pop up covers form-
The reminder to register prospects pop up covers the registration form. No matter how much I shrink the view or try to move the page - the pop up stays with the form ...
Under Consideration
DOMO Report for Top Users by PI Partner
It would be nice to have a report like we have for our clients that allows us to see the data for our top users internally.
Under Consideration
Add link to client page for Domo Client Snapshot dashboard
It would be great if there were one easy link to click directly on the client's information page that would navigate to/load the Domo Client Snapshot for that client.
PI Learn Enhancement
It would be a great upgrade in PI Learn if the administrator could "assign" PI Learn modules to other employees in the organization, as well as then track completion ...
Clarify 2.0 product level and access on client page
In speaking to User Ops, there's currently not a differentiation between a client who has 2.0 unlimited vs 2.0 with a metered amount of activated candidates. The only ...
Active, Passive, and Inactive Users report
Hello, a year or two ago there was a correlation noticed between # of active users in an account and stickiness or renewal probability. There's no easy way to pull a ...
Generate a pop-up or one button email for Account Owner to easily grant third party access
Make it easy for the non-tech savy or executives to easily and quickly grant third-party access
Ability to amend workshop opportunities at the point of completing the workshop
Sometimes we have to register participants from the same company for different workshops at different fees. This is not currently possible and then causes issue at ...
Under Consideration