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ADD A NEW IDEA

Account settings

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Add ability to view more than 20 users at a time from Account Settings

Adding the ability to view more than 20 users at once, preferably through a drop-down selector (20,50,100,500,1000) would make bulk edits of user permissions easier for administrators. Currently if you select a user and then navigate to the next p...
David Willequer over 1 year ago in Account settings 0 Future consideration

Pass data in shared fields between objects through linked objects

We would like data to be passed using shared fields across objects the same way promoted objects work. Today, if a field (e.g UCMGID) exists with same API key in IDeas, Features, Epics etc, that data will be passed when the Idea is promoted. What ...
Karla Johnson 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

History on Scorecards

The All Activity page provides a great history log of changes made to Workspace level objects. However, it does not provide information on Account level objects, such as Scorecards. It would be helpful to know who makes modifications to scorecards...
Guest over 1 year ago in Account settings 0 Future consideration

Allow deletion of types and other data while still in use

There are several places in Aha! where we disallow a user action because an object is in use. For example, users can't delete a custom type while records are using it. We already have an elegant solution in place for this when changing from one wo...
Bryan McElhinney 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 almost 2 years ago in Account settings 0 Future consideration

ACCEPT PAYMENT VIA CREDIT CARDS

this is beneficial as wires take more time to prepare...and checks are as well
Guest almost 2 years ago in Account settings 0 Already exists

Visual cue to identify if changes are automatically saved or not

While building out our environment, I have lost work because I didn't realize I had to save. On the Add a Scorecard, there is a visual at the top letting me know it is automatically saved. It would be great have this indicator on all setup screens...
Guest almost 2 years ago in Account settings 0 Future consideration

Customizable/personalized keyboard shortcuts

I would find more and/or customizable shortcuts beneficial. My work definitely. Also, if I am setting up lines/workspaces/templates, being able to set hot keys so that I can get back to where I need to go quickly would speed implementations.
kristin gerhard steiner almost 2 years ago in Account settings 0 Future consideration

Ability to hide workspace template images and "New Templates" on the workspaces setup screen

The workspaces module is tedious. For accounts with a lot of lines and workspaces, real estate on that page is precious. The images to create a new workspace are deceiving because there is no option to make it a line. So, if you are in a rush and ...
kristin gerhard steiner almost 2 years ago in Account settings 0 Future consideration