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Add default view for idea lists

What is the challenge? I want to see the columns I need in the idea list and filter by certain ones without having to find the saved view someone else created to do that What is the impact? I have to navigate to the saved view, this wastes time. O...

Lisa Hamblin 5 months ago in Ideas 3 Future consideration

10 VOTE

Ability to interact with report filters on dashboard

What is the challenge? The filters used to generate a report do not appear on the dashboard panel of that report, so to update them you need to open the full report and save your changes, then return to the dashboard. What is the impact? This make...

Guest 6 months ago in Reports 0 Future consideration

4 VOTE

Allow 'one to many' fields to be set to read only

What is the challenge? 'One to many' fields are a custom table relationship field that allows users to add custom table rows directly associated to a record. At some point a team may decide they no longer want to store data in this way. Today, the...

Kristina Gass 3 months ago in Application 1 Future consideration

103 VOTE

Salesforce shows all ideas requested by a customer

When a customer submits an Idea in our Customer facing portal the Idea should be linked automatically into that users account on SalesForce, Today we are able to go into SFDC and manually search for the Idea for that user and link the account to t...

Vered Yosub over 5 years ago in Salesforce 8 Future consideration

2 VOTE

Allow bulk edit of estimate association for initiatives

What is the challenge? Setting default estimate association with capacity planning changes this for new records going forward but I need to update existing records What is the impact? Initiatives require manually updating estimate association Desc...

Terence Osmeña about 1 month ago in Capacity planning / Reports 0 Future consideration

2 VOTE

Epic custom field to inherit from another initiative custom field

What is the challenge? Representing the same data in different object levels (initiative, MF). Today this is achievable only via automation What is the impact? When there are many automations, it would become complex tomaintain, as this is in the ...

Alon Sabban about 1 month ago in Application 0 Future consideration

65 VOTE

Use case best practices class

GOAL: Share best practices accumulated across Aha!'s years of helping customers be successful | CLASS MATERIAL IDEAS: Common use cases, Common methodologies, Common roles, Project / program management.

Julie Price over 3 years ago in Training 1 Will not implement

5 VOTE

Link dates between records

What is the challenge? Aha records cannot be configured so that the dates are linked together and changes from one record impact another outside of the parent - child relationships such as epic -> feature. We have many teams working on interrel...

Julia Pence 3 months ago in Application 0 Likely to implement

6 VOTE

Better equation function to compare against empty notes

What is the challenge? Sometimes you want to check if a note (like descriptions) are empty in an equation field. There are two empty states, one where the note is truly empty, and one where the note is empty after previously having content in it. ...

Jonathan Steel 4 months ago in Application 0 Future consideration

12 VOTE

Add "Recently shipped" to Now, Next, Later roadmap

What is the challenge? I want to use the Now, Next, Later roadmap to publicize plans to my customers without sharing exact dates. In this roadmap view I want to also share what has shipped within a defined date range. What is the impact? To includ...

Bonnie Trei 8 months ago in Roadmaps 1 Future consideration

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