Private Customer Portal

Private Customer Portal This article covers: Sometimes, the ideas created and features published on the customer portal and other important information should only be accessed by a few key stakeholders. Let’s find out how you can do this authentication! Requirements: To get started, you will need the following: PM Actions Customer Actions 

Customize Feature Feedback Template for Feedback/Customer Portal

Customize Feature Feedback Template for Feedback/Customer Portal This article covers: Once the ideas are collected in the Idea Box and the PM has considered them to be features, they will need additional takes from users/teammates, etc., to get more granular details on those features. The details can be the relevancy of the feature, users’ concerns…

Customize Idea Template for Feedback/Customer Portal

Customize Idea Template for Feedback/Customer Portal This article covers: Having the ins and outs of an idea or feedback suggested by your customers or teammates helps you make a wise decision about how to approach that idea/feedback. Chisel’s Idea Template comes into action here! You can customize the template per your requirements, add the details…

Archive & Delete Multiple Ideas in Bulk

Archive & Delete Multiple Ideas in Bulk This article covers: Say you’ve considered a few ideas, but your Idea Box is flooded with ideas, so you want to clear up some space. In that case, you may wish to delete ideas forever or archive them to have a look at them later. Archiving and deleting…

Filtering Functionality in Idea Box

Filtering Functionality in Idea Box Sort and filter the ideas from various sources, as per their name, internal priority, and so on.  Related Articles: How To Use Idea Box How To Add Custom Fields to Ideas in Idea Box Table View in Idea Box

Table View in Idea Box

Table View in Idea Box This article covers: A table view is necessary to glance at all the details of an idea in Idea Box. How To Use the Table View Any changes you make here won’t reflect in the box/card view. The name of an idea will always be visible in the table view….

How To Add Custom Fields to Ideas in Idea Box

How To Add Custom Fields to Ideas in Idea Box This article covers: How to Access Custom Fields in Idea Box? Pro tip: You can access the ‘Configure’ button in the roadmap pillar as well as from the ‘workspace’ in the left navigation bar under ‘All Configurations.’ Types of Custom Fields There are six types…

How To Publish Features From the Feedback Portal

How To Publish Features From the Feedback Portal This article covers: Planning to work on or are already working on a feature and wish to get feedback from your customer(s)? We got the right tool for that. Our Feedback Portal’s publish feature tool lets you share the feature and get relevant feedback and other comments. …

How To Use the Feedback Portal

How To Use the Feedback Portal Table of Contents: Click on ‘Feedback Portal’ in the left navigation bar.  You will reach the PM portal, which is the product manager-facing portal. PM Portal A PM portal is where you can see the overviews of the ideas that customers have submitted. Note: Click here to discover how…

Feedback Portal Overview

Feedback Portal Overview This article covers: Ideas can strike anytime and to anyone. Hence we built the Feedback Portal for your customers to share their ideas. The idea box gives the team members the liberty to share their ideas, and Feedback Portal allows the customers to share theirs. Customer feedback is key to innovation in…