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Account settings

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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

In workflows, add the ability to limit setting a certain status to certain users.

In workflows, most of the time a status like "approved" is available. However, at the moment everybody can set this status, so it pretty useless. If only certain users (e.g. with a certain role) could set the status to approved it suddenly gets ...
Guest over 8 years ago in Account settings 2 Unlikely to implement

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 30 days 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 2 months ago in Account settings 0 Future consideration

Restore/provide option to show color on Sidebar in Initiative and goals

Who would benefit? People creating/assigning goals and initiatives What impact would it make? Quick visual check of matching goal and initiative How should it work? The Color selected for the Initiative or Goal would be the color used on the sideb...
Nicole Downes 4 months ago in Account settings 1 Likely to implement

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

When updating our Aha! account domain we need embedded links to records in Aha! that reference our old domain to continue to work

We are considering updating our Aha! account domain and would like for links embedded in our Aha! records that reference our old domain to continue to work to provide continuity for our team. Manually updating these links is very time consuming.
Erin Ward 10 months ago in Account settings 2 Likely to implement

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