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More granular sharing security configurations

Today the security configuration forces an account wide setting for sharing views and presentations.This forces us into a situation where we have a once size fits all approach, which is frequently a problem for bigger enterprises.It would be highl...
Nigel Lawrence almost 2 years ago in Account settings 0 Future consideration

Notifications for error logs

It would benefit admins to get notifications of error logs whether its in app or a weekly/daily email of at least the severe issues. I forget the error log exists too often and I would like to be proactive in checking them. Especially with us havi...
Guest about 2 years ago in Account settings 0 Future consideration

Automation rule on dates should allow for ranges, today etc. vs. an exact date

When creating automation rules around dates, it would be helpful to have options that key off of the date vs. have direct hits on the date. For instance, when date field updates to TODAY, do action. When due date is Within 14 Days, do action. The ...
Jeff Broderick about 2 years ago in Account settings 1 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 over 2 years ago in Account settings 0 Future consideration

Have Separate Access Permission for Ideas and Roadmaps

Some of the user groups in our org need to manage Ideas but we don't want them to view or change roadmaps WIP.
Kathleen Singleton over 2 years ago in Account settings 0 Future consideration

Searchable custom tables list from relationship field creation

Is it possible to either alphabetize or make searchable the list of custom table selection within relationship fields? It is pretty time consuming to scroll through hundreds for the exact selection needed. Some organizations utilize hundreds of cu...
Russell Glenn over 2 years ago in Account settings 0 Likely to implement

external and internal user metrics

We need a way to view workspace owner and user activity in a report. This view exists in user history, but this is not shareable. I need to share with leadership how the tool is being used. Combine user history and contact view, to provide per use...
Guest almost 3 years ago in Account settings 0 Future consideration

SSO restricts the ability to use preferred names

At our company we are using SSO to log into AHA. Our SSO takes the name directly from our HR tools where employees tend to use their "legal" name, instead of their "preferred" name for payroll purposes. But AHA takes the first and last name from S...
Guest almost 3 years ago in Account settings 0 Already exists

Include count information on custom field and custom field layout admin screens

The "Statuses and Workflows" admin screen shows a count of the number of workflows that are listed/shown. However the "Custom fields" and "Configure custom layouts" admin screens do not have the count information showing. Please can this be added ...
Justin Woods about 3 years ago in Account settings 0 Future consideration

Add option to "calculate from remaining estimate" in product line

I find this calculation the most accurate one and I want to place it in the highest hierarchy (company parent line) so that it can be inherited to all the workspaces in my account. Today, this option is available only in workspace level. Which mea...
Ronit Binshtok over 3 years ago in Account settings 1 Future consideration