Account settings

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Bulk Deletion on Custom Fields contents

What is the challenge? I want to keep certain custom fields clean and it is time-consuming to select the data one at a time to delete them What is the impact? It takes a lot of maintenance to clean up custom field data that comes in across...

Julianne Dunnuck 20 days ago in Account settings 0 Future consideration

3 VOTE

Allow reporting on User object

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...

Michael Bruner 2 months ago in Account settings 0 Future consideration

21 VOTE

Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...

Hank Liu over 1 year ago in Account settings 0 Future consideration

4 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin 4 months ago in Account settings 0 Future consideration

4 VOTE

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter 4 months ago in Account settings 0 Future consideration

1 VOTE

Add product filter on Users page

What is the challenge? As a billing admin with multiple types of paid seats (i.e. multiple Aha! products), I need to be able to filter Settings > Account > Billing > Users and see the list of users who are occupying paid seats for a spe...

Reilly O'Connor 28 days ago in Account settings 0 Future consideration

76 VOTE

Indicate required fields when editing a record

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...

Nathaniel Collum over 6 years ago in Account settings / Ideas 14 Likely to implement

5 VOTE

Add ability to easily trace record history for deleted, copied or converted records

What is the challenge? When a record is no longer discoverable through standard Aha! searches, there needs to be a straightforward method to access its historical details. What is the impact? Enhances audit trail capabilities Addresses...

Kristina Gass 5 months ago in Account settings 0 Planning to implement

17 VOTE

Option for workspace template to not override all settings when first applied

What is the challenge? When applying a workspace template, even if the settings are marked as unlocked in the template, once applied to a workspace the existing workspace settings will still be changed. This is not always the desired experience. I...

Max Robbins over 1 year ago in Account settings 2 Future consideration

7 VOTE

Delete in Aha restricted to Admins expand to Custom roles

What is the challenge? Recently Aha! implemented a feature for restricting delete but once enabled only Admins can delete records. What is the impact? We have some power users who required delete permissions but do not need other admin priviliges ...

Shiv Shankar Vedharajan 8 months ago in Account settings 0 Future consideration

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