Custom table records are currently sorted by order of creation. Since users often create more important/common records first, the important ones end up at the bottom of the list. Instead, allow sorting these records via drag-and-drop (or at least ...
Zach Schneider
almost 9 years ago
in Account settings
17
Likely to implement
We need the ability to make standard and custom fields mandatory for existing records.
When a record is being edited, the UI should flag empty required fields so that the user is prompted to update them. This will help us ensure that critical inf...
Nathaniel Collum
about 6 years ago
in Account settings / Ideas
14
Likely to implement
Recycle Bin - increase the # of days from 7 to 30 days
Being that we had a situation with deleting workspaces & finding a bug, we realize that 7 days is not enough time to recover data in case the situation isn't uncovered within that time frame. If data is changed (bulk edit, deletion, etc), user...
Victoria Morrella
over 4 years ago
in Account settings
6
Likely to implement
Paid seat groups are useful for managing the assignment of seats to Roadmaps users. It would be great if this could be extended to support the assignment of Develop seats as well.
Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K
over 1 year ago
in Account settings
0
Likely to implement
Add ability to filter by fields within the recycle bin
What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...
Kristina Gass
about 2 months ago
in Account settings
1
Likely to implement
Add ability to easily trace record history for deleted, copied or converted records
What is the challenge?
When a record is no longer discoverable through standard Aha! searches, there needs to be a straightforward method to access its historical details.
What is the impact?
Enhances audit trail capabilities
Addresses...
Kristina Gass
about 1 month ago
in Account settings
0
Likely to implement
Searchable custom tables list from relationship field creation
Is it possible to either alphabetize or make searchable the list of custom table selection within relationship fields? It is pretty time consuming to scroll through hundreds for the exact selection needed. Some organizations utilize hundreds of cu...
Russell Glenn
over 2 years ago
in Account settings
0
Likely to implement
Only Allow Users to Create Workspaces under the Workspace Lines They Own
What is the challenge?
Users who have owner licenses can create workspaces or workspace lines not only under the workspace lines they own, but also other workspace lines they do not own. As admins of the Aha! account, we want to limit user's abi...
Hank Liu
about 1 month ago
in Account settings
0
Likely to implement
Extend audit filtering to include record and action types
What is the challenge? Looking for ability to search on create/update/delete history for users What is the impact? Need to scroll through account settings > all history in order to find action Describe your idea Extend audit filtering to includ...
Kristina Gass
about 2 months ago
in Account settings
0
Likely to implement