Account settings

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Record level permission restrictions

What is the challenge? Some features or initiatives are sensitive, so we would like to be able to set record level permission restrictions What is the impact? Anyone who might come across work that isn't being widely publicised in the org Describe...

Nerissa Muijs 8 months ago in Account settings 0 Unlikely to implement

5 VOTE

Support filtering by predefined tag field on worksheets

Currently the worksheet equations do not support filtering a list by a custom field of type "predefined tag". Please add support so that you can filter child lists by a value in a predefined tag for example count(self.initiatives[self.custom.tagie...

Madeleine Black about 3 years ago in Account settings 1 Future consideration

8 VOTE

Add the ability to create folders as an option for custom roles

We'd like to add the ability to create folders as an option for custom roles.

Marina Reyna about 5 years ago in Account settings 0 Future consideration

14 VOTE

Ability to archive products or product lines

Would it be possible to have the ability to archive products or product lines once we are complete with a project say after 6 months rather than delete it? Main reason is as we progress the number of products/product lines is getting to be excessi...

Guest almost 9 years ago in Account settings 4 Already exists

16 VOTE

Use Gravatar for user avatars

Simple one, use Gravatar instead of default image for your users if they haven't added a profile pic. https://en.gravatar.com/site/implement/images/

Guest about 10 years ago in Account settings 2 Will not implement

13 VOTE

Convert product line to product

I want a way to convert a product line into a product. We found that having multiple products within a product line was difficult to manage. As such, we wanted to consolidate back into a single product without losing data.

D L over 8 years ago in Account settings 1 Unlikely to implement

1 VOTE

Add a field to USERS to identify Consultants or outside resources.

What is the challenge? Trying to identify consultants or outside resources hired/brought in to work on projects and be able to pull reports for capacity, associated cost or HR. How would you solve it? Add a field to be checked with a dropdown to a...

Tammy Culp 8 months ago in Account settings 0 Future consideration

2 VOTE

Restrict license allocation to paid seat groups, not accounts

It's ridiculous to have "paid seat groups" and allocate those licenses to other psg's within the account. Licenses limits should be observed strictly within each psg. I've lost seats for my group without my consent simply because they've over-allo...

Guest over 1 year ago in Account settings 0 Future consideration

6 VOTE

Collapse audit history records on linked objects when a custom table is edited

When editing a custom table, linked records will have history records added which describe a new custom field being added. This creates noise in the history and makes the history of the object hard to track.

Alex Bartlow about 4 years ago in Account settings 0 Future consideration

1 VOTE

Ability to hide rows in worksheet custom fields

Who would benefit? Enterprise+ Aha users What impact would it make? Improved usability of equations How should it work? When creating equations in worksheet custom fields it should be possible to hide rows from being visible, for instance when cre...

Mats Hultgren 8 months ago in Account settings / Features 0 Future consideration

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