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The ideaBoard is where you can go to share and see ideas submitted by other Forth users. This helps Forth plan future product enhancements and projects better so we can benefit our entire community.
This is what the ideaBoard currently looks like. We are working on upgrading the site and will let you know as soon as it’s ready.
The Process
Before we discuss the process, it’s important to understand that Forth has projects and feature goals created in advance for the coming year. With that in mind, the process is simple. You submit the idea, then every 2 weeks the Review Board goes over all the newly submitted ideas and assigns an action type to them. Action types are:
Planned - we are able to put the idea into our current development plans
Needs Review - idea submitted, but not yet reviewed
Future consideration - the idea will be considered for a future roadmap
Completed - idea developed and live in system
If an idea is archived, it doesn’t mean it won’t eventually be put on our roadmap. The Review Board re-evaluates archived ideas from time-to-time. If however, the idea is extremely important to your business, we offer additional options:
- Contact your account manager or support team to find a work-around; or
- We can discuss custom building your idea just for your company for a fee. Contact your account manager to learn more.
Please keep your ideas coming -
we are reviewing and using as many as we can!
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Did you know that tasks can be extremely helpful in tracking key events that take place in a contact record, and identifying who is responsible for completing those tasks? This functionality is great for both users and managers. 
For managers, all of the above applies with a few additional benefits. This includes being copied on all tasks, specific tasks (usually pertaining to a workflow), tasks created by selected users, etc. They can be set up to be added to the manager’s calendar, setting up alerts to get a status on the task, and more.
