All ideas

We need the ability to make standard and custom fields mandatory for existing records. When a record is being edited, the UI should flag empty required fields so that the user is prompted to update them. This will help us ensure that critical inf...

When we go through planning cycles, we find ourselves updating a dozen fields for each idea or each potential initiative to help in prioritization. Our team still tend to do this in Google Sheets / Excel, because it's much faster to make the edits...

Default templates for typical stakeholder views (e.g.: senior management) based on best practices *and* ability to create templates at account or product level so users can create notebooks more easily. This will also help ensure consistency acros...

What is the challenge? When converting or copying records it can be difficult to trace history for the change. What is the impact? Unable to quickly understand audit history for a record. Describe your idea Add the ability to restrict the ability ...

What is the challenge? Power users spend too much time mousing through menus and remembering where actions live across Roadmaps, Ideas, and Develop. Common operations (create, navigate, update status, add relationships) require multiple clicks a...

Currently, if you share a list report to a dashboard it only shows the first page of your list report and you cannot expand the panels to see more data or click to a second page. Are we able to alter this behaviour or add a notification to the das...

What is the challenge? In Settings > Account > Custom layouts, the primary record types are listed by default and additional layout types are show in a "More" menu. The layout types in the "More" menu do not seem to be grouped in logical w...

I use the Comments field as a place to store Weekly Project status comments / and actions.. When team members visit the Aha! project it would be beneficial to have the most recent comments listed first versus scrolling down the list of comments to...

Some of my stakeholders would would prefer to printed presentations, but the PDF rendering engine does not do a great job of pagination and I am a bit embarrassed to share a PDF. Currently, each presentation "view" starts on a new page. This looks...

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...