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Account settings

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Show outstanding amounts on invoices

What is the challenge? When looking to see if payment for an invoice has been received I am forced to download the PDF. What is the impact? This is just a pain that wastes time. Describe your idea Within the table that shows the invoices with thei...
Pete B 7 months ago in Account settings 0 Future consideration

Prevent user from using previous password when resetting password

What is the challenge? compliance with information security policy What is the impact? Describe your idea prevent users from using an old password when resetting their password
Sonia Singh 7 months ago in Account settings 0 Future consideration

Ability to set a specific date in automation rules

Who would benefit? everyone What impact would it make? high priority for our key product team In the area in setting an Automation Rule you can set dates for things like 1 day or 1 week from today. Our team wants to enter a specific date to be set.
Leanne Miller about 1 year ago in Account settings 2 Unlikely to implement

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 2 years ago in Account settings 0 Future consideration

Configure terminology of Notebook navigation menue and Documents sub-menu

Currently terminology can be configured for workspace, goal, initiative etc. Would like the ability to also use our own terminology for Notebook and Documents as the recent out of the box changes to terminology don't mense sense to our users.
Julie Edwards almost 2 years ago in Account settings 0 Future consideration

User list download enhancement

CSV export of user lists should only download the product line(s) and workspaces selected. Currently the user export shows EVERYTHING despite the fact I chose a select list. I spend an additional 30 min hunting down my workspaces, highlighting the...
Cindy Datlof about 4 years ago in Account settings 1 Future consideration

Aha score: represent the sequence values with words instead of numbers

Let's say you have sizes from Small to large that represent different values (numbers) on both lines of the Scoring as you want to measure different things in order to get an overall number ( a total score). So far, the tool only allows you to put...
Guest over 4 years ago in Account settings 1 Future consideration

Allow access to Mockup tool for users with reviewer security

Mockup provides a powerful method for idea contributors to communicate their ideas. However the mockup tool is only available to users with contributor or greater permission. But contributor is too permissive, allowing user to create features, str...
Guest over 6 years ago in Account settings 0 Future consideration

Configure global search filters

It would be great if I could filter the results that are returned by global search and to transactionally turn filtering off. For instance, when searching for an idea, I am usually only concerned about a single workspace. I usually don't want to s...
Guest almost 5 years ago in Account settings 3 Future consideration

Reset Password on Behalf of User

There is currently an existing idea to reset passwords on behalf of an Ideas Portal user. As an admin, I would like the ability to reset passwords for Workspace users (not just Portal Users)
Josh Tambor almost 5 years ago in Account settings 1 Future consideration