Account settings

Showing 693

Allow reporting on User object

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...

Michael Bruner about 1 month ago in Account settings 0 Future consideration

107 VOTE

Associate the same custom field to more than one Aha record type

I've seen this mentioned a few places, but the Aha! staff seems to keep deferring to custom tables as being the answer, which isn't the need. When I create a custom field - let's say the customer's name or the segment impacted - I want to add it t...

Karie Kelly about 4 years ago in Account settings / Ideas 8 Future consideration

83 VOTE

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...

Sanchit Jain over 3 years ago in Account settings 3 Future consideration

1 VOTE

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 18 days ago in Account settings 0 Future consideration

4 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin 3 months ago in Account settings 0 Future consideration

4 VOTE

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter 3 months ago in Account settings 0 Future consideration

21 VOTE

Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...

Hank Liu over 1 year ago in Account settings 0 Future consideration

6 VOTE

Add ability to filter by fields within the recycle bin

What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...

Kristina Gass 5 months ago in Account settings 1 Likely to implement

3 VOTE

Show status category on a customised card layout

What is the challenge? Currently, status category is not a field that can be added to a customised card layout What is the impact? Status category can be indicative of the higher-level status grouping of where an item is at in our product ...

Terence Osmeña 3 months ago in Account settings / Reports / Roadmaps 0 Future consideration

80 VOTE

Ability to change label names of Standard fields

In our org. we have 2 roles: 1. Product Manager - Who owns the Idea and is responsible for updating idea status. 2. Category Manager - Who should be informed when the idea is updated (Basically a watcher) The above 2 roles are similar to what th...

Guest about 6 years ago in Account settings / Ideas 9 Future consideration

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