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Account settings

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Allow to define the scope of tags/choice list custom field values (account vs. workspace)

It should be possible to define whether the values of choice list and tags custom fields (predefined or editable) are shared at account level (current behavior) or limited to workspace level such that workspaces can share a configuration but have ...
Thierry Loones over 2 years ago in Account settings 2 Future consideration

Add sections to custom layouts

It would be useful to be able to customize layouts. For example, add section markers to separate fields for a more organized view, add helper text underneath field names that doesn't disappear as soon as the user starts typing, and arrange related...
Guest almost 6 years ago in Account settings 4 Future consideration

Allow disabling avatar notifications for integration updates

What is the challenge? With the new change that integration updates show as an orange circle on the avatar, I easily miss other notifications What is the impact? I always have integration updates, so I can easily miss when I have other not...
Julia Pence 3 months ago in Account settings 0 Future consideration

Apply workspace templates to lines

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...
Jeanette Resnikoff over 3 years ago in Account settings 2 Future consideration

Read-only fields based on permissions

It would be very useful to be able to set read-only permissions for some fields (either standard or custom fields) based on permissions, or - even better - permission groups. In fact we have some fields on Features and Ideas that should be maintai...
Nicola Rolando about 2 years ago in Account settings 0 Future consideration

Make admin access multi-level by organization/product line

We have multiple organizations/Business Units/Groups with their own product line in the hierarchy. We would like to be able to make them admin of just that area so that they can make the customizations they need without negatively impacting produc...
Marina Reyna over 7 years ago in Account settings 7 Future consideration

Add an action to open a new one to many entry in the side drawer for easier data entry

What is the challenge? Today when new rows are added to a one to many table entry is horizontal and does not look visually appealing. What is the impact? Scrolling for data entry. Describe your idea Add another button to open the sid...
Kristina Gass 6 months ago in Account settings 0 Future consideration

Copy workspace hierarchy

We have been trialling a workspace hierarchy and now want to roll it out with proper settings. We want to keep the trial workspaces and copy the hierarchy to create new workspaces.
Wade Parker 2 months ago in Account settings 0 Future consideration

Time limited license

What is the challenge? We have users who temporarily need a license for a month or six months. We'd like the ability to set a time-out limit on their license. What is the impact? License not be fully utilized. Describe your idea Be a...
Steve Rudkin 4 months ago in Account settings 0 Future consideration

Enable user activity reporting for license management

What is the challenge? Determining the activity frequency of paid users to help inform license management decisions What is the impact? Currently, I don't have the oversight I need of how active my paid users are in a simple report to determine wh...
Terence Osmeña 6 months ago in Account settings / Application / Reports 0 Future consideration