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Account settings

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Payment status for invoices

The billing page displays all invoices, it seems logical that a payment status column should be added so that the page displays the invoice number, date, amount and status. It would help admin users ensure there are not lingering overdue invoices ...
Danny Archer almost 7 years ago in Account settings 0 Future consideration

Visualize connections between products or product lines and custom fields and custom field layouts

There are many ways to configure the custom fields and custom field layouts for a product. They can be inherited from the product line or setup locally for the product. It is easy to get lost and make mistakes when configuring this. A graphical vi...
Kenneth Palm about 7 years ago in Account settings 1 Future consideration

Bulk Edit Customizations

Ability to bulk edit areas of the customization area. For instance, in the configure status, workflows, and feature types areas, it would be beneficial to be able to select multiple flows at once in order to clean things up quickly.
Guest about 7 years ago in Account settings 1 Future consideration

Customize fiscal calendar by year as well as month

We have a fiscal year which starts in March, but it's leading rather than lagging. Therefore, FY17 starts March 1, 2016. However, reports reflect March 1, 2016 as FY16
Guest about 8 years ago in Account settings 0 Future consideration

Batch changing of users from Password to SAML/SSO

We recently instituted SSO on our Aha account, but currenlty have a couple of dozens folks who have the typical username/PW login profile active. I'd like to make a universal/batch change to force all users to log in via SSO, however there is no c...
Joe Carpenter over 8 years ago in Account settings 4 Future consideration

Access your custom layouts to configure the Related tab for a record - be able to do this for linked records

Who would benefit? Product Owners/Managers What impact would it make? Easily be able to access linked record information from within the parent record such as engineering phase and engineering target date (custom fields.) How should it work? Enabl...
Guest about 2 months ago in Account settings 0 Future consideration

Mark approvals as complete via automations

Who would benefit? Product teams who require approval steps in specific scenarios. What impact would it make? Save time and improve efficiency How should it work? Support the closing of approval to-dos via automations. This would allow teams who h...
Madeleine Black 3 months ago in Account settings 0 Future consideration

More granular sharing security configurations

Today the security configuration forces an account wide setting for sharing views and presentations.This forces us into a situation where we have a once size fits all approach, which is frequently a problem for bigger enterprises.It would be highl...
Nigel Lawrence 9 months ago in Account settings 0 Future consideration

Improve error messages for background job failures

When background jobs fail we are not able to see what caused the failure. It would be helpful to see which records(s) caused the issue so that the errors can be resolved quickly. Recently saw this with a bulk update job error - the message indicat...
Kristina Gass about 1 year ago in Account settings 0 Future consideration

Configure terminology of Notebook navigation menue and Documents sub-menu

Currently terminology can be configured for workspace, goal, initiative etc. Would like the ability to also use our own terminology for Notebook and Documents as the recent out of the box changes to terminology don't mense sense to our users.
Julie Edwards about 1 year ago in Account settings 0 Future consideration