Account settings

It would be useful to be able to customize layouts. For example, add section markers to separate fields for a more organized view, add helper text underneath field names that doesn't disappear as soon as the user starts typing, and arrange related...

What is the challenge? Recently Aha! implemented a feature for restricting delete but once enabled only Admins can delete records. What is the impact? We have some power users who required delete permissions but do not need other admin priviliges ...

What is the challenge? When duplicating a workflow, Aha! doesn't copy across the template text or the status custom field layout to be used (Enterprise+ only) to the new workflow What is the impact? The new workflows aren't exact copies of...

What is the challenge? The Bulk edit feature allows you to grant access to either a single workspace or an entire workspace line (which includes all child workspaces). However, you cannot multi-select specific workspaces to grant access to when ...

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...

We have multiple organizations/Business Units/Groups with their own product line in the hierarchy. We would like to be able to make them admin of just that area so that they can make the customizations they need without negatively impacting produc...

What is the challenge? In Settings > Account > Custom layouts, the primary record types are listed by default and additional layout types are show in a "More" menu. The layout types in the "More" menu do not seem to be grouped in logical w...

What is the challenge? Manually adding users one by one What is the impact? A lot of time and people cannot get access quickly Describe your idea A bulk add feature for new users instead of one by one.

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...

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...