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 ...
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 ...
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 ...