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In Ideas > People > Contacts: Add filters and ability to add columns

What is the challenge? I cannot validate membership of portals in Contacts page. What is the impact? It is difficult to see data overall and edit as needed. Describe your idea While I can look at a portal to determine what users have access, I wou...
Michelle Kish 9 minutes ago in Ideas 0

Using filters dynamically based on logged on user attributes (in reports)

What is the challenge? A user may belong to an organisation that has particular attributes assigned using custom fields. It would be useful if filters on reports (thing a portal) could be preset based on these attributes What is the impact? When u...
Martin W about 12 hours ago in Reports 0

Update labels on scatter charts to easily view records with same data points on a single chart

What is the challenge? If you create a scatter chart where multiple records have the same placement on the chart, the record labels sit on top of each other making it impossible to read the different record labels. What is the impact? Labels canno...
Stephanie Lechner about 15 hours ago in Reports 0

Align sort order on shared webpage dashboard filters to source dashboard filters

What is the challenge? When you have dashboard filters, and you share the dashboard as a webpage, the sort order on the filters do not match. What is the impact? When using a workspace filter, for instance, the workspaces are not in the same order...
Stephanie Lechner about 15 hours ago in Reports 0

Add Expand-All button on portal comments

What is the challenge? can't see all comments What is the impact? i have click open every replies thread Describe your idea add expand-all button to open up all comments simultaneously
Guest about 20 hours ago in Comments / Notifications 0 Future consideration

Support "same as" automations for custom text fields

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to copy simple text fields (not note fields) across records. What is the impact? We need to captu...
Nathaniel Collum about 23 hours ago in Features 0 Future consideration

Support "same as" automations for tags

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same tags across records. What is the impact? We often capture a key customer's name o...
Nathaniel Collum about 23 hours ago in Features 0 Future consideration

Support "same as" automations for choice lists

What is the challenge? Automations currently make it possible to pass values from one record to another, such as users and dates. We need the ability to set the same choice lists across records. What is the impact? We often plan our work by compon...
Nathaniel Collum about 23 hours ago in Features 0 Future consideration

Ideas portal can hide workspace names

What is the challenge? I want to be able to organize ideas by workspace inside Aha! but not expose that complexity to my customers in the portal. What is the impact? I can use the ideal workspace organization inside Aha! for managing ideas. And my...
Kelly Sebes 1 day ago in Ideas portal 0 Future consideration

Allow to change the default email templates for feedback portals

What is the challenge? I have many feedback portal, and would like to maintain a consistent customer communication via emails What is the impact? I as a sole admin, need to manage many feedback portals, and keep copy paste the email templates from...
Alon Sabban 1 day ago in Ideas portal 0