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Auto-Pay block for accounts not set up with EBill

What is the challenge? grey out Auto-Pay option for accounts with Email/Print routing / set notification about the feature What is the impact? Describe your idea Customer SANDERSSUPPLY is unhappy with the Auto-Pay feature and they ke...
Guest 40 minutes ago in Account settings 0

AHA Access to Consumer Product Workspace

What is the challenge? New team member requires contributor access to Consumer Product AHA Workspace - Experience Data What is the impact? Not able to fullfil job duties Describe your idea New team member requires contribut...
Robyn Tait 1 day ago in Account settings 1

Enable automatic workflow syncing for custom status categories

What is the challenge? Currently, automatic workflow syncing between records only works with the built-in status categories. Teams that create custom status categories to better reflect their workflow stages cannot leverage automatic status sync...
Krysta Boyer 3 days ago in Account settings 0

Use HR "Preferred Name" instead of legal name

What is the challenge? may of us have a Preferred Name documented with HR that is not getting into AHA. Example: I go by my middle name: Rae... and AHA has me as Kellie Malsch. This confuses my team. What is the impact? Will avoid confusio...
Guest 6 days ago in Account settings 0 Future consideration

Add AI Credits Assigned and Credits Used to Users .csv Extract

What is the challenge? The only way to see AI Credits assigned and credits used is on the Users grid. What is the impact? As we rollout the new AI Assistant enterprise wide, managing Credit assignment and Credit usage is important. Having ...
Ken Heatherly about 2 months ago in Account settings 0 Future consideration

Ability to sort the user grid by AI Credits used

What is the challenge? Now that we have AI credits, I would like to see who is using the credits. The user grid shows how many credits each user has used, but it does not allow for sorting What is the impact? I have to scroll through pages...
Jennifer Lange about 2 months ago in Account settings / AI assistant 2 Future consideration

Show all impacted workspaces on status workflow page

What is the challenge? Currently, if a status workflow impacts more than 10 workspaces, you cannot hover to see the list of workspaces it impacts. This will show if there are less than 10 workspaces. This is inconsistent with other areas where w...
Terence Osmeña 14 days ago in Account settings 0 Future consideration

Improve prefix update process

What is the challenge? Right now, if you want to reuse a workspace prefix, you have to follow many steps including deleting all previous records with the prefix assigned. This can prove challenging with parking lot releases that cannot be delete...
Stephanie Lechner 3 months ago in Account settings 0 Future consideration

Extend or add search capability in archived workspace section

What is the challenge? Archived work pages only hold a handful of workspaces What is the impact? Takes a TON of time to go through each page when there is 50+ pages in some cases Describe your idea Add a search-bar on top or revert t...
Russell Glenn 10 days ago in Account settings 0 Future consideration

Enable paid seat user filtering for user management

What is the challenge? With Aha!'s growing product suite, we may have many hundreds of users and some folks may have paid seats for specific add-ons i.e. Develop, Teamwork, Whiteboards, Knowledge, or Discovery. Currently, you're not able to quic...
Terence Osmeña about 1 month ago in Account settings 0 Future consideration