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Make it easier to capture and track Organization-specific customer notes

Our PMs talk to customers all the time. We want to use Aha for basic CRM such that anytime one of us talks to an organization, we capture an indexed, searchable note for that customer detailing who, what, when, and topics. Maybe we're interviewing...
Brian Trombley over 2 years ago in Ideas / Notes 5 Future consideration

Add "Email Idea Creator" when creating an automation with a "Send and Email" action

It would be great to let an idea creator know that his idea is now publicly visible and "votable". At the moment - there is no option to do that.
Moran Alony almost 3 years ago in Ideas portal 0 Future consideration

Use an Automation rule to update 'related' ideas

It would be great if we could use an Automation rule at the feature level to update the status of related ideas. Currently, it is possible to update ideas which were promoted to the feature, however, ideas simply "related" are not updated. I would...
Shawn Zenz over 4 years ago in Features 1 Future consideration

Ability to filter on reference num

It would be incredibly helpful to be able to filter a report based on a list of specific reference num values (we especially need this at the feature level, but I imagine this would be useful for all objects). Ideally this would be a list of exist...
Gene Lewin almost 2 years ago in Reports 1 Future consideration

Allow for Create SSO access when sharing notes and whiteboards

As a large organization, SSO is required to access authorized tools. When sharing documents (notes/whiteboards) today with a non-Aha! user in my organization, that user would need to start a free Aha! Create account with a UN/PW or Google SSO. We'...
Jeanette Resnikoff over 2 years ago in Account settings / Notes / Whiteboards 0 Future consideration

Follow custom terminology in Pivot reports to reflect customized terminology of where the report was originally built, not where the report is run

Pivot table headers use the terminology from the workspace they are being viewed. I want to see the terminology that is used from the workspace line where the pivot table was built. By not reflecting the customized terminology we are effectively i...
Ian Cooper almost 3 years ago in Account settings 1 Future consideration

Prevent users from voting on an idea that has been Released

We have users that continue to vote and comment on ideas that have been set to a status of Released and Existing Feature. Would be nice to be able to prevent voting on ideas in specified statuses and remind the user of the status when they try to ...
David Jensen over 2 years ago in Voting 0 Future consideration

Should be able to insert rows at any position in the custom table (like its on G - spreadsheet)

When i click to add row in a custom table the rows get added on the top. This could be desirable when you want to add comments so that the latest appears on the top but highly undesirable when you want to serialize items (1-n) with 1 appearing dow...
kanak l over 4 years ago in Application 1 Future consideration

Allow filtering to-dos by "to-do record"

My team uses to-dos to track non-development/engineering tasks that need to completed. We'd love to filter to-dos in a list report by the associated record, so we can look at the to-dos specifically on initiatives, releases, epics, etc. to match t...
David I. almost 2 years ago in To-dos 0 Future consideration

Automation rules API

Hi team!Automation rules help us assign to-dos for our launch readiness process. This works great for tracking work, however, it's a challenge to ensure each workspace has rules in place and that these rules are the same. We would love the ability...
Shawn Zenz about 4 years ago in Account settings 0 Future consideration