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Account settings

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Amount of changes made by a user when Account Level permissions

What is the challenge? Business Problem to Solve: Utilization report: We would like to know who is utilizing the Aha Account Level? How can we manage the amount of changes made by a user when Account Level permissions have been granted? License co...
Mike Jacobson about 1 year ago in Account settings 1 Future consideration

Allow sorting records in custom tables

Custom table records are currently sorted by order of creation. Since users often create more important/common records first, the important ones end up at the bottom of the list. Instead, allow sorting these records via drag-and-drop (or at least ...
Zach Schneider over 8 years ago in Account settings 17 Future consideration

Recycle bin search is not in order

What is the challenge? The recycle bin has things from the same date on page 1 and the end of the recycle bin. Also, you cannot search by record reference number making it very difficult to find and restore a record sometimes What is the impact? L...
Russell Glenn 2 months ago in Account settings 0 Future consideration

Enable editing of Power BI sharing settings by administrators

What is the challenge? Administrators and other users are unable to copy the link generated by the Power BI export even if the report is shared with them because the menu option is greyed out. From the administrative settings for reports shared vi...
David Willequer about 1 month ago in Account settings 0 Future consideration

Allow immediate delete for brand new workspaces

Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...
Austin Merritt about 1 year ago in Account settings 0 Future consideration

Ability to add custom fields to the User table

For instance to indicate which budget holder / budget code a user is linked to.
Guest about 8 years ago in Account settings 8 Future consideration

Support integration actions within workspace template automations

What is the challenge? Currently, integration actions from automation rules can only be created for workspace-level automations. These automations can only be copied but cannot be applied to a workspace template. Currently, workspace templates are...
Terence Osmeña 7 months ago in Account settings 0 Future consideration

Apply workspace templates to lines

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...
Jeanette Resnikoff about 3 years ago in Account settings 2 Future consideration

Display a default date format for the entire account

What is the challenge? When screen sharing the roadmap, it's difficult to determine what format dates are in based on locations. What is the impact? It makes it difficult to coordinate dates effectively. Describe your idea Enable us to change date...
Salma Marzouk about 1 year ago in Account settings 2 Future consideration

Read-only fields based on permissions

It would be very useful to be able to set read-only permissions for some fields (either standard or custom fields) based on permissions, or - even better - permission groups. In fact we have some fields on Features and Ideas that should be maintai...
Nicola Rolando over 1 year ago in Account settings 0 Future consideration