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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Rory Middleton
Created on Jun 28, 2023

Users who don't have the ability to archive records should not see the icon

When a User (with the User role) logs in to the system and goes to Plans, they will see the Archive icon. While if they click on the icon nothing happens, they shouldn't see the icon at all.

Solution Platform Business Continuity & Resilience
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