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)
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)
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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 ...
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 ...
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, ...