User management

What is the challenge? There currently is not a way to get the promoted record's assigned user to match the assigned user on the originating idea What is the impact? Assigned users must be manually updated Describe your idea. Either provide a se...

What is the challenge? Not all leaders, users and other stakeholders like the table/grid views What is the impact? They are not willing to use Aha! to capture and manages measures of success Describe your idea. Idea / Description We’d like to de...

What is the challenge? Currently, it's not possible to bulk edit custom fields on Approvals What is the impact? Time consuming to update custom fields across multiple approvals or to-dos. They either have to be done manually, or via a CSV update,...

What is the challenge? I want to schedule an AI agent to run autonomously, based on a defined frequency. Alternatively I may want to prompt an agent to run using an automation. The challenge is that changes should be "co-authored" by the AI agen...

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 customers sync ranks from the prioritization view to a custom field, the rank value remains on the record even after it is removed from the view. This results in duplicate or outdated rank values persisting across rec...

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? On insights reports, highlight cards do not display the customer organization name or their associated ARR. This makes it hard to quickly understand which customers are represented and how important they are from a revenue p...

What is the challenge? Turning rich qualitative research into polished, audience-ready insights reports is slow and manual. Current reports are rigid, making it hard to tailor content for different stakeholders and questions. What is the im...

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...