Account settings

For instance to indicate which budget holder / budget code a user is linked to.

When working with Aha! customers, one part that slows down users as they set up their account is figuring out how to navigate through to the page they need. Let's say I am helping a customer add a custom layout and statuses to their ideas and idea...

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...

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...

What is the challenge? Large lists of release templates can be difficult to manage and sort. Not having a set list and being able to sort the order alphabetically or manually increases the time it takes to find a release template. This is also the...

What is the challenge? When layouts are changed and fields are added or removed an event is logged under the account settings > activity area, but the events are not clearly labeled. What is the impact? Able to see a change has been ...

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 ...

What is the challenge? When duplicating a workflow, Aha! doesn't copy across the template text or the status custom field layout to be used (Enterprise+ only) to the new workflow What is the impact? The new workflows aren't exact copies of...

What is the challenge? Currently, time frames are text only choices, there is no respective date range, therefore, you cannot effectively utilize time frame for reporting when you want to sort in a particular order or pull all initiatives, goals...

What is the challenge? Business Problem to Solve: Utilization report: We would like to know who is utilizing the Aha Account Level? How can we manage the amount of changes made by a user when Account Level permissions have been granted? License co...