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Allow setting "To-do description" in reports to a rich text export

What is the challenge? With most description fields, such as Feature description, pulling those fields into a list report gives you the option to choose whether the column will be formatted for a Rich text export or a Plain text export. The descri...

Maria Plotkina about 1 month ago in Reports 0 Future consideration

31 VOTE

Customize My work for my workflow

I need the ability to configure My work for my use case. The page is often cluttered with elements that we may never use. Here are a few of the challenges we've run into: Customize My work by persona Customize for novice users. Imagine a cleaner i...

Nathaniel Collum over 1 year ago in My work 0 Future consideration

9 VOTE

Don't update URL when report is updated

What is the challenge? When I update a report and click 'Save', the URL is updated. What is the impact? Anyone who has bookmarked a link to the saved report and tries to access it after it's been updated will be taken to a 'Not Found' page. Descri...

Eliza Crawford 6 months ago in Reports 0 Future consideration

1 VOTE

Strategyzer version of business model canvas template

What is the challenge? What is the impact? Describe your idea

Guest 20 days ago in Strategy 0 Future consideration

110 VOTE

Integration with HubSpot CRM

Our Sales and Support teams use HubSpot CRM for all of their daily operations. I would love to have the same two-way sync that is provided for Salesforce within HubSpot. Essentially, the ability to associate contacts to ideas within HubSpot

Guest almost 6 years ago in Ideas / Integrations 18 Future consideration

16 VOTE

Merge Ideas Portal Users

Who would benefit? Portal Administrators and Community What impact would it make? This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or corre...

David W 10 months ago in User management 2 Future consideration

3 VOTE

Make Whiteboard diagrams able to be copied/pasted

What is the challenge? When I try to copy/paste a Whiteboard flowchart into another app, I get a lot of code What is the impact? I will have to recreate my flowchart in another app Describe your idea Make copy/paste work in Whiteboard

Daniela Iancu about 2 months ago in Whiteboards 2 Future consideration

3 VOTE

Allow filtering to apply to a subset of data within a pivot

What is the challenge? Because of the relational nature of reporting in Aha!, filters applied for child records of the primary record will impact the primary record data points included in my report. It would be great to be able to apply filters s...

Ashley Tierney about 2 months ago in Reports 0 Future consideration

7 VOTE

Add summary to themes created from AI exploration for ideas

What is the challenge? Today, AI is used to create themes based on ideas. Once that generates we would need to review ideas individually or move into a list report to explore further. It would be interesting if we could include a summary of the re...

Kristina Gass 5 months ago in Ideas 0 Future consideration

4 VOTE

Send delivery risk notification when records are automatically flagged

What is the challenge? In Aha! you can set up delivery risks for a variety of different criteria however there is no notification system if a record is flagged for one of these predefined risks. The only notifications are sent if a record is manua...

Justin Waldorf 3 months ago in Comments / Notifications 0 Future consideration

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