Knowledge Base

Roadmap portal: feature requests

In the roadmap portal your customers submit feature requests, vote on existing ideas and join the discussion. On this page you review submitted requests, link them to cards on your roadmap and moderate the discussions. You reach the page via CRM → Roadmap portal.

What can I do here?

  • Review submitted feature requests, filtered by status, visibility or company
  • Move a request into review (status "Under review")
  • Link a request to exactly one roadmap card via the link wizard (three outcomes to choose from); the request's votes are transferred to the card
  • Decline a request with a reason (the thread is closed)
  • Moderate discussions (close/reopen thread, hold a request)
  • Post official comments as SELLERLOGIC
  • Keep the submitter up to date by email automatically, without having to write a message yourself
Rebuilt excerpt of the view: /crm/roadmap-portal

Step by step

  1. Open CRM → Roadmap portal. You'll see the queue of all requests.
  2. Narrow the list with the Status, Visibility and search filters if needed.
  3. Click Open on a request. The detail panel shows the text, company, votes and comments.
  4. Click Start review to set the customer status to "Under review".
  5. Click Link to open the link wizard.
  6. Choose the outcome (Already exists / Fits ongoing work / New task) and search for the target card.
  7. Confirm. The request is accepted, the thread is closed and votes are transferred to the card.

Decline a request

  1. Open the request and click Decline.
  2. Enter a reason. It is visible to the customer and also appears in the notification email.
  3. Confirm. The customer status changes to "Declined" and the thread is closed.

Comment officially

  1. Open the request and scroll to the Comments section.
  2. Write your text and click Post as SELLERLOGIC. The comment appears to the customer under the SELLERLOGIC identity, and the submitter is notified about it by email.
Rebuilt excerpt of the view: /crm/roadmap-portal

Fields explained

Field Meaning Notes/effect
Title Heading of the feature request Set by the customer
Company Company of the submitting customer Derived from the CRM contact
Visibility Who can see the request in the portal See values & status
Status Processing state of the request See values & status
Votes Number of supporters (votes) Transferred to the card when linking
Outcome Internal classification when linking Internal reporting only; not visible to the customer
Reason Text when declining Required; visible to the customer
Category Product area of the roadmap card Required: a card without a category is neither saved nor published - customers filter the portal by category and would never find it

Values & status

Request status (feature_request_status)

Value Meaning
Submitted Newly received, not yet reviewed
Under review Currently being assessed
Accepted Linked to a roadmap card, thread closed (no more comments, no more votes)
Declined Declined with a reason, thread closed (no more comments, no more votes)

Visibility (feature_request_visibility)

Value Meaning
Private Only the submitter and SELLERLOGIC can see the request
Company The submitter's company and SELLERLOGIC can see the request
Public All signed-in portal customers can see and support the request

Vote importance (vote_importance)

Value Meaning
Critical Highest urgency
Important Medium urgency
Nice to have Low urgency

When several requests are linked to the same card, the highest importance a customer gave applies per customer (no double counting).

Notifications to the submitter

The customer who submitted the request is informed by email automatically. You do not have to do anything extra; the message follows from your normal processing.

Your action What the submitter receives
Start review A note that the request is now under review
Link (request accepted) A note that the request was accepted and connected to a roadmap card, pointing to that card
Decline A note about the decline together with your reason
Post as SELLERLOGIC A note that there is an official comment on their request
  • The notification is on by default. The customer switches it off in the portal profile with the Notification about own requests toggle; after that they receive no more emails about their requests.
  • Only the submitter is notified, not every supporter of the request. Anyone who wants to stay informed about a roadmap card follows that card in the portal.
  • Purely internal changes, such as the outcome you pick when linking, trigger no message.
  • The same change is never sent twice, even if you repeat an action. What actually went out is visible under Roadmap portal: notifications.

Permissions

  • Roadmap Portal – Read (crm:roadmap:read): view the queue and details.
  • Roadmap Portal – Manage (crm:roadmap:manage): review, link, decline, comment officially.
  • Roadmap Portal – Moderate (crm:roadmap:moderate): close/reopen threads and hold requests.

Frequently asked questions

Do I still have to inform the customer myself after declining?
No. The decline goes out by email with your reason automatically, unless the submitter has switched the notification off.

Why did a customer not receive an email?
Either they switched off Notification about own requests in their portal profile, or the send failed. You can see both in the send log under Roadmap portal: notifications.

Are the supporters of a request notified as well?
No. Messages about a request only go to the submitter. Everyone else stays informed by following the linked roadmap card.