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Account settings

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Require fields before record can be completed

We can require fields upon a records creation with the create record layout. But to complete a record, users just need to change the status to a status in the Shipped category. However, completing a record sometimes requires other fields to be upd...
Erik Johnson almost 5 years ago in Account settings 0 Future consideration

Ability to 'expand all' lines within Account > Workspaces

While it is possible to selectively expand lines as needed within Account > Workspaces, it would be helpful to have the ability to expand all lines with a single action. It can be easy to accidentally miss expanding a line and keep the workspac...
Shawn Zenz almost 6 years ago in Account settings / Reports 1 Future consideration

Customize navigation terminology separate from object terminology

We love the ability to customize object terminology in AHA. However, the navigation menu language follows this customization too closely, and we would love the ability to customize the navigation terminology separate and in parallel to the object ...
Bastian Schoell about 4 years ago in Account settings 1 Future consideration

Notifications for error logs

It would benefit admins to get notifications of error logs whether its in app or a weekly/daily email of at least the severe issues. I forget the error log exists too often and I would like to be proactive in checking them. Especially with us havi...
Guest over 2 years ago in Account settings 0 Future consideration

Ability to list users who are using API Keys

What is the challenge? Users have generated API Keys to update Aha and the Account Admins would like to know which users are using API Keys. What is the impact? How can we know who is updating using an API and understanding where the API is used t...
Mike Jacobson over 1 year ago in Account settings 0 Future consideration

Show layouts used in workflows in "Used in" column

In Settings > Account > Custom Layouts, there is a "used in" column that displays which workspace(s) use the custom layout. However layouts can be overwritten by a layout used at the workflow status level. Therefore, some custom layouts will...
Emily Yankush over 3 years ago in Account settings 0 Future consideration

Better align default progress settings to support ideal settings for workspaces and lines

What is the challenge? It is best to have consistent progress roll-up settings across your account to support company-wide reporting. If you report initiatives across many levels of hierarchy, you will also need different progress settings in work...
Max Robbins over 1 year ago in Account settings 0 Future consideration

Configure Roll-Up Release Layouts

What is the challenge? I can't see details of each sub-release in a rollup view without clicking into each product line, running a report and getting my data. What is the impact? Time, lots and lots of time and reports. Describe your idea Please a...
Guest 10 months ago in Account settings 0 Future consideration

CSV import template: Please provide all default fields in the CSV template

When I go to do an import, I review the ‘What Fields Can I Import?’ function, and more often than not I download the Example CSV file. The issue is that the Example CSV file does NOT contain all the fields that are available to import. This is a b...
Joe Carpenter almost 6 years ago in Account settings 0 Future consideration

Support custom properties on users

Ideally we'd like to store properties about a user within the user object it self.For example we have members in our corporate directory who aren't actual employees, potentially we'd like to key of a property that indicates that to allow us to tai...
Nigel Lawrence over 3 years ago in Account settings 1 Future consideration