Who would benefit? Workspace Owners who are not admins What impact would it make? Workspace owners who are trying to invite several users to their workspace--allowing them to import in bulk increases efficiency so they don't have to add these user...
Stephanie Lechner
4 months ago
in Account settings
0
Likely to implement
Aha! shows how many users are active in an account in two places: On the Billing page and in the CSV download of users on the Users page. For the Billing page, the number is calculated using the last login time, but for the CSV the report shows th...
Emily Yankush
over 1 year ago
in Account settings
0
Future consideration
Custom Field - Internal Name & Choice Lists Report Display
When creating reports with custom fields, there can be many fields within an account that have similar names that will display as field options. We use the internal name to help differentiate and allow the user to select the right field they are l...
Karla Johnson
over 1 year ago
in Account settings
0
Planning to implement
Follow custom terminology in Pivot reports to reflect customized terminology of where the report was originally built, not where the report is run
Pivot table headers use the terminology from the workspace they are being viewed. I want to see the terminology that is used from the workspace line where the pivot table was built. By not reflecting the customized terminology we are effectively i...
Ian Cooper
almost 2 years ago
in Account settings
1
Future consideration
We have come across the issue of team members setting up different workspace types in our Business Line. This makes reporting complicated as the status do not line up. There should be a way to restrict workspace types for new workspaces with admin...
Guest
about 2 years ago
in Account settings
0
Future consideration
We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.
Karla Johnson
over 2 years ago
in Account settings
3
Future consideration
Make toggling between create/view layouts more obvious within the custom layout editor
The custom layout editor allows you to define the layouts for both the view screen and the create screen for a given record type. The admin needs to toggle between these 2 view types using a drop-down at the top of the screen. This drop-down was n...
Mark Eaves
over 2 years ago
in Account settings
0
Future consideration
Being that we don't have a reliable user access management tool, our Admins clean up the users if no activity after 90 days. Unfortunately, there isn't a way to filter this, so I must click every user on the page in order to disable in bulk. Click...
Victoria Morrella
about 3 years ago
in Account settings
1
Future consideration