Presentations

What is the challenge? Currently, a user's workspace user permission will trump any workspace custom role permissions All owner and contributor workspace actions are not included in custom roles (i.e. create record). This means workspace custo...

What is the challenge? Currently, searching a unique record ID number (not reference #) does not return the record in a global Aha! search Reference # is supported currently with search, but record ID is easier to copy/paste from a list report...

What is the challenge? API keys inherit the full permissions of the user who creates them, and there does not appear to be a way to scope the key itself to specific workspaces, folders, or record types. This creates concern internally when bui...

What is the challenge? Consents cannot be shared in the invitation emails. Terms and conditions should be able to be sent in the invite emails for userst to be aware of portal usage. What is the impact? We cannot submit consent from the tool, it ...

What is the challenge? When in dark mode, the colors appear different on things like charts, and it's easy to build a chart or other visual that does not appear correctly to light mode users. What is the impact? Right now I have to go to light mo...

What is the challenge? The "Filter updates" field in Integration settings is not currently available in the reporting data model. It's not possible to pull this field into a worksheet or report to make any filters visible to users who are not the ...

What is the challenge? Currently, Elle does not have the ability to view the custom table field values on records What is the impact? Cannot use Elle to perform AI Analysis from a prompt to read, view, and provide insights on custom table informa...

What is the challenge? When exporting a record to PDF, if there is a custom table on that record, it is included but cuts off abruptly depending on the PDF setting. Certain fields in a custom table do wrap, such as text fields, but others, such ...

What is the challenge? Need to update existing releases with language that was refreshed in a Template. What is the impact? We use 10 different Templates and have about 100 Releases in progress, which makes the copy-paste troublesome. ...

What is the challenge? Users are overwhelmed by the flood of notifications without sufficient control over what appears where. The current system creates information overload, causing important updates to get lost among less relevant alerts and re...