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Account settings

Support workspace templates for Develop/Teamwork teams

What is the challenge? Organizations can have different types of teams leveraging Develop/Teamwork workspaces. With that, they need the ability to define specific standards - workflows, layouts, etc. What is the impact? Admins have to indi...
Kristina Gass 4 months ago in Account settings Shipped

Add ability to easily trace record history for deleted, copied or converted records

What is the challenge? When a record is no longer discoverable through standard Aha! searches, there needs to be a straightforward method to access its historical details. What is the impact? Enhances audit trail capabilities Addresses...
Kristina Gass about 1 year ago in Account settings Shipped

Automated score card fix

Currenlty there is an option to create an automated score card but it only becomes automated when you actively click on it in a layout and click automate. clicking 'automate' on several releases is manual and tedious. The whole reason for an autom...
Guest over 2 years ago in Account settings Shipped

Ability to search for products when adding a new user

Due to the lag time when scrolling to find a new user's product access, it would be very beneficial to have a search function to help eliminate scrolling on the "Add User" screen. Another suggestion, would be to have a "freeze panes" type of funct...
Guest over 9 years ago in Account settings Shipped

Default workflows should be visible on the "Configure status, workflows, and feature types" page

The default workflows should be visible on the "Configure status, workflows, and feature types" page. A read-only view would be fine. One of the reasons for this request is that on this page you list which products are assigned to which workflows,...
Avigail Ehrenhaus over 9 years ago in Account settings Shipped

Mandate the use of a password on web notebooks by an Enhanced Notebook Security choice within account settings

We have a large audience for web notebooks and would like to ensure all web notebooks are password protected and therefore only visible to those who have been provided the password.
Guest over 10 years ago in Account settings Shipped

Prevent users from updating fields through bulk edit when set to "read only"

What is the challenge? A set of fields on various records (initiatives, epics and others) are used for financial reporting and should only be editable for a specific set of users. The fields are set as read only in their custom layouts, but can st...
Dale Potter over 1 year ago in Account settings Shipped

Improve performance of workspace picker

What is the challenge? We have a lot of workspaces in our account. Sometimes it can take up over a minute for the workspace picker to open. What is the impact? The long loading times hurt productivity. Describe your idea Please make the workspace ...
Nathaniel Collum almost 2 years ago in Account settings Shipped

Add "Paid seat group" dropdown to the edit user modal in Workspace > Users

Who would benefit? Organizations that use paid seat groups to manage the distribution of paid seats across many different areas/teams/groups. What impact would it make? Ensure that paid seat group owners can only allocate paid seats from their ava...
Dale Potter over 2 years ago in Account settings Shipped

When updating our Aha! account domain we need embedded links to records in Aha! that reference our old domain to continue to work

We are considering updating our Aha! account domain and would like for links embedded in our Aha! records that reference our old domain to continue to work to provide continuity for our team. Manually updating these links is very time consuming.
Erin Ward almost 3 years ago in Account settings Shipped