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)
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 ...
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 ...
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 ...
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.
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
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 ...
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 ...
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 ...
Partner Account needs to be able to use prospect BA in relationship guide
If you pull a prospect bA in your partner account you can't do a relationship guide with another prospect for demo purposes. the only you can do that is when you ...
Email BA and other Reports to potential client in Business Accoucnt
In Legacy, there's an option to email a BA out to the participant. That no longer exists in the Business Account and would be a very handy button to add next to the ...
Pricing calculator
Two things about the New Q2 pricing calculator. https://predictiveindex.outgrow.us/Partner-Pricing-Calculator 1. The discounts only show at the bottom with the total. ...
Ability to add non-software user email to OI Link completion email notification
It would be great to copy EAs or key contact at prospect to OI completion email notifications. This would significantly streamline the process and keep all parties in ...
Allow Consultants (non-Partners) to be added to PI2 Demo Accounts
I need to train my Consultants on PI2 but was told that I can't add them to my demo account. I don't know how they are going to learn (no suggestion from Support on ...
Create drop down list of existing folders when moving assessments
When moving an assessment to a new, existing folder, you currently have to type in the exact folder name of the existing folder. If you happen to mistype the folder ...
Search Feature should access one's Person Page
Currently, when you search for someone using the magnifying glass icon, it brings up a list of matches. If you select a match, a summary of their profile pops up, but ...
Release Notes and Perform clarification
I noticed in the Nov release notes "Review cycles in Perform: Organization admins and Perform admins can now initiate review cycles" but that is only for full blown ...
Remove/Adjust limit on BAs you can add to Demo Account
Would like to be able to add more than 10 BAs to a demo account