Ideas for (PI Partner Only) Partner Tools & Accounts as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_qtqy4f7njpjmdyb 2025-12-30T18:01:13Z sug_5ap4esoibrcwggz 2023-06-13T11:50:17Z 2026-03-04T21:08:04Z When I try and create an opportunity for a prospect the signatory on the agreement form automatically defaults to the key contact, but our clients want the name of the signatory to be different from the key contact. They do not want the log-in and access details as Account Owner sent to the signatory of the order form but to a key contact who will run the software and control it. I cannot change the key contact details until the account is opened and this really does not work in a timely fashion. Please can you allow the 2 names to appear on the order form i.e. the name of the signatory and a different name for the key contact who will become the Account Owner sug_uvvihi8ejqu9se3 2026-04-30T19:56:33Z 2026-05-22T13:14:00Z How much its being queried and by who. Good way to target for follow up and additional training/consulting. sug_qkixh2tmqzpkzcb 2026-01-16T23:04:45Z 2026-04-10T13:20:38Z When viewing BA results in folders created by links in our PI Business Account, Partners should be able to email reports vs. just downloading them to share and review with prospects who are not yet associated with a demo account. The button for emailing or downloading reports is visible, and the side window with reports appears in the "Preview with Inspire" view but is not functional. Thanks for considering turning this functionality on. sug_gas9pugle925erx 2026-03-18T17:04:10Z 2026-03-27T13:04:31Z From a day‑to‑day standpoint, it takes several clicks before you can actually use the calculator, which makes it harder to move quickly. The pricing adjustment bar moving from right to left is confusing and the layout isn’t consistent between calculators. For example, list price is the first column for New Clients but the last column for renewals. I’ve also talked with a few consultants, and not being able to save the password has been frustrating for them, along with not being able to adjust discounts (when adding a new module) on the renewal calculator. Overall, it feels very different from the previous version, which has made the transition more challenging than expected. sug_okdjlacjliez3br 2026-03-09T21:05:08Z 2026-03-11T17:36:18Z Currently when I quote a prospect for a multi-year deal, no discount information is displayed on the Agreement form. It simply looks like the price quoted is the standard price. I would like to be able to show a visual indication of the discount being provided on multi-year quotes. sug_sh68jmhcjkwc9sn 2026-02-18T18:13:39Z 2026-03-04T20:51:55Z In the new changes to the chat feature of Force BC, you can no longer see if an agent if available or offline. Now I have to do extra clicks to find out someone is unavailable. I have to click on the chat icon, enter my subject, and wait for the chat bot to tell me no one is available and to try later. Not sure why we are making it harder to know when support is available. For ease and transparency, please add back the "Chat with an expert" and "Agent offline" messaging. sug_nfjxbjjoyqapub4 2026-02-18T01:16:39Z 2026-03-03T19:44:55Z It would be very helpful for partners to download their prospect name and contact info, and perhaps reference profile, for the purposes of email follow ups, marketing campaigns, etc. sug_z6gqwfaynqpxtjh 2026-01-04T07:36:29Z 2026-03-03T19:39:21Z We often are met by leads who mention they were certified or unsure if they were or when ..... Currently we have to bother Service Desk to do this search for us... to save resources your end and speed it up our end we suggest making this search available to partners directly in Force BC sug_rpclrvnydvlijpe 2025-11-11T21:48:28Z 2026-03-03T19:34:33Z Often, when I reach out, it’s on behalf of a client who is experiencing an issue or confusion in the platform. In the past, being able to collaborate directly with User Operations allowed me to triage and resolve these matters quickly and accurately, which reflected well on both PI and our partnership. Live support only being available to clients limits partners ability to resolve things quickly. Additionally, it used to be when we called into live support that we could resolve issues immediately with anyone who answered the phone. Now it seems that everything must be re-routed or escalated. With fewer folks in user ops wouldn’t in make sense that they are trained to be able to resolve without needing to escalate to another member of user ops? We’d love to discuss this with someone so we can better understand how we can best work together to quickly resolve client issues and continue to serve the partner. (continued in the comments below) sug_jmalfxhi9njgbvt 2025-07-01T19:20:16Z 2025-12-30T17:23:37Z In the Partner Business Account, you should have a quick/easy way (link) to provide feedback - there is one in Legacy, but eventually that is going away. The little megaphone at the top right sends you to link to get you here. That's very helpful sug_9ubsaz3d09k4kyl 2025-12-02T19:57:11Z 2025-12-30T16:28:04Z 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 send a BA out you have to classify the prospect as an employee. sug_rpb1lv87lnxhx6u 2025-12-26T19:35:42Z 2025-12-30T16:28:06Z sug_ve3g1igsi2sne89 2025-09-30T11:39:05Z 2025-09-30T11:39:05Z In the "select an account" section, can the lowercase letters be included within the alphabetizing of the accounts? It seems like the system has the order as ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz when ideally it would be easier to find the accounts if the system had it as AaBbCc etc Thank you! sug_s31lcjderxrxpwi 2025-08-20T17:51:24Z 2026-03-04T21:13:42Z Currently, quote approval emails do not include any identifiable information about the client. Would it be possible to add the client name to the information provided to make it easier to discern which quote was approved? sug_9y74as8luzdevjo 2025-07-28T21:56:59Z 2026-03-04T21:12:40Z FBC is a database and a partner *SHOULD* be able to source the data in a way that makes sense to them/their business needs. Include/add the ability to select the fields we want to see and add parameters to those fields (i.e. greater than *time parameter*) for a customized reporting experience. sug_adfsunf9kk0uanl 2025-07-01T19:25:48Z 2025-12-30T16:27:55Z 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 person's name where you can download. Now you have to download, then send through my own email which is cumbersome if there are more than a few. Or if I forget to set up the auto-send when the link is sent out. You also can't checkbox a group and do something to the whole group together. sug_5wpgndh3ntnpi4p 2025-05-20T18:10:27Z 2025-05-20T18:10:27Z Still doing things for the first time here, I often get stuck in Force BC, most recently trying to register for a new workshop and trying to figure out which of the 20+ options I should be picking; once I figured that out, it wouldn't let me pick a state, but it was Friday and PR is closed Friday afternoons and Monday mornings; and I tried again today (a Tuesday), but they're closed for lunch; then again at 2:00pm and everyone's out for a meeting. The "Feedback" sends me into this moderator forum. If I send in an email/ticket, I have to go in and track the response because the auto-generated email doesn't have any details so if I have more than one issue at a time, I receive a response "resolved" but by then I don't recall what the problem was. And then what happens next with the workshop, how materials get sent out, etc. It would be helpful to have better access to quick-to-answer question answerers at least between 9-5 M-F. This has been an ongoing frustration. Thank you. sug_deigwepmwozo8ai 2025-05-13T10:39:09Z 2025-12-30T16:27:53Z Permission restrictions need to be available in Business Account. Our Associates / Consultants cannot be allowed to see what everyone else is working on. sug_qudximknipgfo16 2025-05-12T18:48:23Z 2026-03-04T21:13:09Z It was helpful to have a quick view of headcount on the ForceBC client account page. It's lower on the page in the details however, I'm finding I miss it in the up sug_4wk8aodvbkmxi22 2025-05-09T18:24:32Z 2025-05-09T18:24:32Z You have all the PI sales and TO info pinned to the top. I would be nice to be able to see the latest releases at the top, such as network news, et al. sug_j1zirvi0cxqylpy 2025-05-02T15:29:18Z 2025-12-30T16:15:57Z 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 name (like you type RRRealty instead of R R Realty), it creates a new folder instead. Then you end up with multiple folders for the same organization. Solve: A dropdown list of existing folders would ensure that you are able to move assessments to the correct existing folder. Or, if there is not an existing folder, you would have the option of creating a new folder. sug_mj3vcxmkbss4oii 2025-05-01T16:28:14Z 2025-05-01T16:28:14Z Please automatically include the account's key contact on account pause quotes instead of us having to go in manually and adding it sug_rwwl1yjuhyax2m2 2025-04-29T14:58:50Z 2025-09-25T14:31:17Z Can we get ONE report in FBC that just shows the status of ALL our clients and where they are in regards to PI2 Upgrade. Having so many reports is like a guessing game. I look at Upcoming and think, wasn't XYZ company there, then I have to go search for them in Recently Delayed or maybe it got past me and they've already been Upgraded. A single report with Renewal Date, Client Tenure, Upgrade Status, Upgrade Date and whatever other fields you have, it would prevent a lot of flipping between reports. sug_src1wuocvocbwnd 2025-04-25T17:44:50Z 2026-03-04T14:46:08Z ForceBC shows users/contacts in the system using the Legacy naming conventions and roles...even native PI2 clients. When will this be updated? I can send a private message with examples if need be. sug_z5xeoh5pptcfrkt 2025-04-08T22:22:18Z 2025-12-30T16:27:37Z 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 Chaya that I realize it's from one of those accounts. sug_jf0ubdtphqpdyjt 2025-04-08T14:04:01Z 2025-04-08T17:22:15Z In the Recently Delayed Upgrades report it would be great if there was an additional column of when the decision was made to delay the upgrade. It would help to track when things have moved/what's new. sug_m9uf5lhnig9igdy 2025-04-08T12:58:40Z 2025-12-30T16:27:57Z 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. In order to properly enter quotes and share the rates with clients we need to be able to see the discount broken down by module. 2. This is a formatting issue but, the more modules you add the information at the bottom with list price and total gets cut off. See attached screenshot sug_hmcy0lyeiqn6lws 2025-03-26T09:50:47Z 2025-03-26T09:50:47Z need to be able to create a workshop that has already taken place i.e when a workshop is on client premises it is often arranged at the last minute. sug_pq1jav19ekn4odf 2025-03-24T14:23:17Z 2025-03-24T14:23:16Z I have a large client (Caerus) that has MS Azure for their IDM and they have to manually set up accounts so hoping that SSO is in place for Azure on PI2 to take that burden off. sug_otesrh58ict3ume 2025-03-13T20:11:40Z 2025-12-30T16:27:59Z 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 the loop. sug_9yacoldjy7gbdml 2025-03-12T16:13:35Z 2025-12-30T16:27:47Z 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 date is extremely important for accurate record keeping. Even if there was a way to keep the current copy prospect data process but then be able to manually add the original assessment date somewhere that would be better than nothing. sug_lhricalwakqqjhy 2025-03-04T00:20:18Z 2025-12-30T16:27:35Z 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 Behavioral Assessment" emails and we have almost no idea where they came from. If the email could include the system name (demo system name or client system name) it wouldn't seem out of bounds for Clients and it would greatly help us out and probably cut down on how many times we jump on to chat to figure out where an assessment is. Jane Doe (janedoe@gcmail.com) completed a PI Behavioral Assessment for XYZ Company. We get assessments from our own websites and marketing events, even when sending assessments to prospects via the seller tools link people often use a personal email. In addition sometimes in helping clients with a Job Target we end up as the owner. So there are several situations where we get a completion email and we have no idea where to find the results. An easy change that would save a lot of time. sug_qwgcpxw3dusqv5j 2025-02-24T17:07:46Z 2025-02-24T17:07:45Z HERO points are useless. Absolutely useless. We need to see what clients are using what tools in order to upsell and retain clients. Not having this data is crippling. We need to which client last used what tool, we need to see who is using the tools and who isn't, again - what tools and with what frequency (days, hours, etc) Thanks sug_jxk2raad92cqbfh 2025-01-28T17:18:55Z 2025-12-30T16:16:01Z 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 you cannot access their Person Page. You have to guess which module they are housed in (Hire or Inspire) and re-do your search there. It would be extremely helpful to access someone's Person Page directly from the search results using the magnifying glass icon. sug_uid5kmybmahgdqi 2024-12-12T19:05:53Z 2025-12-30T16:27:42Z 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. sug_evnkkuihibmjkkv 2024-12-12T19:04:00Z 2025-12-30T16:27:39Z 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 sug_0cijjwytisp83jm 2024-12-12T16:08:04Z 2025-12-30T16:15:21Z 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 Legacy system or our PI2 business system and it takes many more clicks. We can bookmark outside of the system but again it's extra clicks. Would be so much easier for Partners to get that SSO enabled click through back. sug_zipj5hcqhendo76 2024-12-12T15:31:49Z 2026-03-04T21:09:32Z Partners with multiple associates currently can't view all support cases submitted to Partner Services, only individuals can see their own cases. Viewing the team's cases would be valuable for avoiding duplication and enhancing internal follow-up for us and our clients. Suggestion for Partner Principles to be able to view the entire team's support cases. sug_1dz0sxzz7phsymp 2024-12-11T14:22:45Z 2025-12-30T16:17:08Z 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 Perform Pro not Perform Essentials. Since clients see these notes too, can the version be clarified to cut down on misunderstandings. sug_hdhgpasvmgacwen 2024-12-09T18:55:52Z 2025-12-30T16:20:17Z Would like to be able to add more than 10 BAs to a demo account sug_7anvrbhdsmhtmdh 2024-12-09T17:59:40Z 2025-12-30T16:27:50Z 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 prospects. If they land the account, would like to copy that into the new client account sug_dg5un85tyy6atsv 2024-11-13T18:22:37Z 2025-12-30T16:27:45Z 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 certified partners accounts in 2.0. It would be helpful to show clients and training participants this guide to set them up for success. sug_aevlclwaa6v4htd 2024-11-06T21:21:06Z 2025-09-02T17:31:00Z Seeing Participants in Open Workshop you are hosting. Currently, in Force MTC featured Workshops when you click on "View all Participants" you can't see any ppl that aren't your client only the company name. You have to go to Print Participant list and then you can see everyone, it didn't used to be this way. If you are hosting an open ws, you should be able to view all participants of your workshop when you click there. sug_kz87wwzldyunrcr 2024-11-04T19:45:12Z 2025-12-30T16:20:12Z sug_ppdkcc61ls93ku8 2024-10-02T15:46:48Z 2024-10-02T15:46:48Z Shouldn't it be Develop Effective Leaders with Inspire? sug_veg7xzzekcjd6zm 2024-10-01T16:05:45Z 2025-12-30T16:14:54Z sug_jjumgb0oxxxlioh 2024-09-16T18:29:57Z 2024-09-16T19:50:30Z As we are still learning the new corresponding workshop names, it would be very helpful if the folder names in Seismic had the corresponding module name next to it. "Boost- Diagnose", "Develop- Inspire", etc. sug_29gme1xlwygjdpv 2024-09-11T16:07:10Z 2025-01-17T20:53:24Z It would be good to have better reporting on the usage relating to the Employee Experience Survey data for renewal purposes sug_pfafepa7q9mt3jh 2024-09-05T13:21:11Z 2025-12-30T16:27:32Z Allow consultants to full access to make it easier to demo additional modules with real data rather than extending the "free trial" multiple times. sug_zsaj14ks2mdpuvt 2024-08-28T21:23:33Z 2025-12-30T16:27:29Z 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 candidates, and discuss the findings. This approach has been successful, and not being able to assess candidates in the PI2 demo account is a challenge/barrier.