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Account settings

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Show outstanding amounts on invoices

What is the challenge? When looking to see if payment for an invoice has been received I am forced to download the PDF. What is the impact? This is just a pain that wastes time. Describe your idea Within the table that shows the invoices with thei...
Pete B 27 days ago in Account settings 0 Future consideration

Prevent user from using previous password when resetting password

What is the challenge? compliance with information security policy What is the impact? Describe your idea prevent users from using an old password when resetting their password
Sonia Singh 27 days ago in Account settings 0 Future consideration

Allow immediate delete for brand new workspaces

Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...
Austin Merritt about 2 months ago in Account settings 0 Future consideration

Paid Seat group "profiles" for SSO provisioning

As a paid seat group owner, I would like to establish standard permissions for users in my paid seat group that I can apply through SSO at the time of seat provisioning. These permissions include both roles (owner, contributor, custom role) as wel...
Bonnie Trei 9 months ago in Account settings 0 Future consideration

Display a default date format for the entire account

What is the challenge? When screen sharing the roadmap, it's difficult to determine what format dates are in based on locations. What is the impact? It makes it difficult to coordinate dates effectively. Describe your idea Enable us to change date...
Salma Marzouk about 1 month ago in Account settings 0 Future consideration

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 in...
Nathaniel Collum almost 5 years ago in Account settings 12 Future consideration

Change text color for Tags

What is the challenge? Using a light color tag makes the white text illegible. What is the impact? One can only assign dark colors to tags. E.g., one cannot create a white tag, a yellow tag, or a very light pastel tag. Describe your idea Allow the...
John Curtis about 1 month ago in Account settings 1 Future consideration

Allow Workspace templates to inherit layouts from product line

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...
Dale Crane 9 months ago in Account settings 0 Future consideration

Access your custom layouts to configure the Related tab for a record - be able to do this for linked records

Who would benefit? Product Owners/Managers What impact would it make? Easily be able to access linked record information from within the parent record such as engineering phase and engineering target date (custom fields.) How should it work? Enabl...
Guest 4 months ago in Account settings 0 Future consideration

Ability to change label names of Standard fields

In our org. we have 2 roles: 1. Product Manager - Who owns the Idea and is responsible for updating idea status. 2. Category Manager - Who should be informed when the idea is updated (Basically a watcher) The above 2 roles are similar to wha...
Guest almost 5 years ago in Account settings 8 Future consideration