Attributing customers to ideas

[Owen Friedrich]

We have a need to track one or more customers to an Idea so we can generate reports that show "We completed x items for Customer A" or "We have x items on the roadmap for Customer A".

Using a multi-select dropdown is an option but we have over 20k customers so this doesn't scale well and I am not aware of an easy way to import a list that large into a dropdown. (or keep it updated).

Insights seems to be another option but requires the user to copy in the Account from Salesforce.  We are also not sure if we can accurately report on this data in comparison to a normal JPD field.

How are others solving this need?

[Diala Al-Khawaldeh]

this is a much needed feature! 

[Ted]

Maybe using categories for types of customers would be more effective, I'm not sure how useful having 20k different customer labels attached to various ideas in JPD is going to be...

[Ylan Muller]

Wanted to chime in and say that this is very much needed. With Jira Software we use an integration from AppFire for Salesforce x Jira to associate accounts and opportunities with tickets, but it does not get surfaced in Product Discovery. With JPD we are currently tracking by plugging the affected customers account URLs from Salesforce in Insights, which is messy.