Enrich Ideas

Once you create an idea you can enrich it. If the idea is generated to help certain customers, you can associate the idea with these customers.

• To choose customers, on the General Information tab, click the Associate Customers icon.

  • In the Associate Customers window, select customers from the Available Customers panel, and move them to the Selected Customers panel.

  • Click OK.

• To enter details about your idea using rich text tools, click the Content tab.

• To link other Innovation Management objects that relate to your idea, click the Relationships tab.

  • Click the Select and Add button.

  • Use the search dialog to search for and add objects. Click OK.

  • Click Save.

• In the Attachments tab, add files, text, or URLs to further define your idea and add supporting information.

  • To add an attachment, click the Add icon.

  • Use the Add dialog to add a file or URL. The Title column is automatically updated with the name of the file.

  • Enter a brief description and click Save. The attachment is added.

    Note: To remove an attachment, select the row and click Delete.

• To add comments about the idea, click the Comments tab. Comments help bring in different perspectives about the idea.

  • Enter a comment and click the Publish button. Comments appear in the Comments panel.

  • Click Save.

To save the idea click Save and Close.