Account settings

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Include custom worksheet fields in custom card layout

What is the challenge? Currently, custom worksheet fields can't be included in a record's card layout What is the impact? Can't show custom worksheet fields visually on a card layout. This means that you have to click into the record's vie...

Terence Osmeña 27 days ago in Account settings / Features 0 Already exists

3 VOTE

Allow reporting on User object

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...

Michael Bruner 11 days ago in Account settings 0 Future consideration

4 VOTE

Support clearing custom text fields in automation rules

What is the challenge? There is no mechanism to clear values or set a custom text field to be blank in an automation rule What is the impact? Users are not able to set these fields as blank in an automation rule Describe your idea Pr...

Stephanie Lechner 17 days ago in Account settings 0 Future consideration

2 VOTE

Add document workflows to workspace templates

What is the challenge? Currently it's possible to set all workflows in a workspace template except Document Workflows What is the impact? Users are unable to easily set workflow standards for documents Describe your idea Add the docu...

Stephanie Lechner 15 days ago in Account settings 0 Planning to implement

4 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin about 2 months ago in Account settings 0 Future consideration

4 VOTE

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter about 2 months ago in Account settings 0 Future consideration

83 VOTE

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...

Sanchit Jain about 3 years ago in Account settings 3 Future consideration

105 VOTE

Associate the same custom field to more than one Aha record type

I've seen this mentioned a few places, but the Aha! staff seems to keep deferring to custom tables as being the answer, which isn't the need. When I create a custom field - let's say the customer's name or the segment impacted - I want to add it t...

Karie Kelly about 4 years ago in Account settings / Ideas 8 Future consideration

2 VOTE

Allow disabling avatar notifications for integration updates

What is the challenge? With the new change that integration updates show as an orange circle on the avatar, I easily miss other notifications What is the impact? I always have integration updates, so I can easily miss when I have other not...

Julia Pence about 1 month ago in Account settings 0 Future consideration

3 VOTE

Show status category on a customised card layout

What is the challenge? Currently, status category is not a field that can be added to a customised card layout What is the impact? Status category can be indicative of the higher-level status grouping of where an item is at in our product ...

Terence Osmeña 2 months ago in Account settings / Reports / Roadmaps 0 Future consideration

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