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Account settings

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Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter 21 days ago in Account settings 0 Planning to implement

Improve performance of workspace picker

What is the challenge? We have a lot of workspaces in our account. Sometimes it can take up over a minute for the workspace picker to open. What is the impact? The long loading times hurt productivity. Describe your idea Please make the workspace ...
Nathaniel Collum 7 months ago in Account settings 0 Planning to implement

Custom Field - Internal Name & Choice Lists Report Display

When creating reports with custom fields, there can be many fields within an account that have similar names that will display as field options. We use the internal name to help differentiate and allow the user to select the right field they are l...
Karla Johnson about 2 years ago in Account settings 0 Planning to implement