Who would benefit? Product manager and Customer success manager What impact would it make? a page with clear data on each customer How should it work? Customer data in a templatized format will give a handy info to product manager and everyone in ...
Guest
about 1 year ago
in Account settings
1
Future consideration
Who would benefit? Workspace Owners What impact would it make? This would allow workspace Owners to more effectively request workspace-wide role changes for their users. How should it work? From the Workspace Settings > User screen, there shoul...
David I.
about 1 year ago
in Account settings
0
Future consideration
Ability to set whether a custom number field is allowed to be used by the prioritisation board
Who would benefit? All users What impact would it make? Avoid the potential for data loss How should it work? At the moment, any custom number field that is available on a record's layout is presented as an option to be used to capture the priorit...
Steve Dagless
over 1 year ago
in Account settings
1
Future consideration
Add a filter for 'Access from' in Menu: Info > Workspace Users
The issue is that we have hundreds of users 'inheriting' access to product workspaces and it would be nice to filter down to see who has access to the product only. We need to be able to filter for 'Access from' in Menu: Info > Workspace Users
Mike Jacobson
almost 4 years ago
in Account settings
0
Future consideration
When changing custom layouts and fields, it would be very useful to be able to see a preview of what the change will look like before saving and impacting multiple workspaces. Right now to work around this use our playground area when changing exi...
Nerissa Muijs
over 2 years ago
in Account settings
0
Future consideration
Hi Team, right now we set locales in personal settings however it would be good to set locale at global level in Account settings and it would be even nice to have an option to set particular date format. We are looking forward to have this partic...
Guest
almost 4 years ago
in Account settings
0
Future consideration
Who would benefit? Aha Admins What impact would it make? Higher confidence in changes to user access and less time to make those changes. How should it work? In User Management, allow me to select all users in a population and deselect certain ind...
Guest
over 1 year ago
in Account settings
0
Future consideration
Enable Import feature for Categories, and choice list for custom fields
We have to enter category list manually for workspaces, same is true for custom fields that require predefined list. we would love to see import feature for those lists to remove manual work.
Mariam Kikaleishvili
almost 4 years ago
in Account settings
1
Future consideration
Workspace Users View - Add Column for Paid Seat Group
As we have more workspaces under our account, I'm allowing Product Owners to add in users. They seem to forget to place their user under a Paid seat group, which places them in a "None" group. Are you able to add a "Paid Seat Group" under the view...
Victoria Morrella
almost 4 years ago
in Account settings
0
Future consideration
Who would benefit? AHA! and BU What impact would it make? No user could get an elevated role without a licence How should it work? When Admin assign roles that require a licence, they need to select a licence pool. When the admin changes a user ro...
Guest
over 1 year ago
in Account settings
0
Future consideration