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Status Future consideration
Created by Guest
Created on Jun 12, 2026

Cat 15 - Investor Survey: The user should be able to add the % invested for each company only once instead of adding it for individual account style fields (e.g. electricity, fuel, etc.).

The functionality of applying the reporting percentage at the company level rather than at the individual account style level is currently not available in Envizi. At present, this functionality is only available at the account style level (e.g., electricity, fuel, etc.).

Idea priority Urgent
Needed By Quarter
  • Admin
    Yas Karunatilake
    Jun 26, 2026

    Thank you for raising this idea. We have added this to our backlog for future consideration and will update this ticket when we get confirmation from our development team around timing (depending on feasibility and effort).

  • Guest
    Jun 15, 2026

    Yas, a little more context to this idea --

    DHI wanted to build a survey that ties in multiple account styles with one common account style field - equity %.

    Now, with the way surveys work, we can't link the same question to equity % field across different account styles. DHI was forced to use survey sections which requires users to enter the equity % within each survey section.

    The JSON code needs to be extended to allow links to multiple C fields across different account styles.

     

     

    Piyush -- this idea requires more refinement to clearly state the requirement. Please bear this in mind when raising aha ideas.