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Make it easier to capture and track Organization-specific customer notes

Our PMs talk to customers all the time. We want to use Aha for basic CRM such that anytime one of us talks to an organization, we capture an indexed, searchable note for that customer detailing who, what, when, and topics. Maybe we're interviewing...
Brian Trombley 3 months ago in Ideas / Notes 3 Future consideration

Bulk copy and move notes while maintaining hierarchy

As a manager I would like to be able to create a notes hierarchy of project documentation, so that my team can copy the hierarchy and move it to their workspace. The business value is that we have standardized our project artifact structure, and s...
Greg Wissler over 1 year ago in Notes 1 Future consideration

Add the ability to archive notes

Our marketing workspace has been around for a few years, and it has quite a few notes that are no longer relevant. Currently we nest notes under an "Archive" note, but that is not an elegant solution because we have to move them one at a time. It ...
Guest over 3 years ago in Notes / Product 0 Future consideration

Add the "Copy note" option to the context menu options.

In the notes section. I think it would be more efficient to be able to copy notes by right clicking and selecting the option, than having to open the note and navigate to the 3 points (not as visible and/or known).
Victor Herrera 6 months ago in Notes 0 Future consideration

Export an Aha! note to Word

We like to maintain our playbook information or various templates as notes in Aha!, but need the ability to export a note to Word so that it can be utilizes for a specific need that requires collaboration internal and external to our organization ...
Karie Kelly 12 months ago in Notes 0 Future consideration

Allow inline comments for Pivots and Lists

we use Aha! Notes to create monthly status reports and we include in the layout also reports such List and Pivot tables. We would like to make the Notes document as interactive as possible so that people can add inline comments as it was a Word do...
Laura Chinellato 9 months ago in Notes 0 Future consideration

Extension for Outlook to create notes from Calendar

In Outlook, I have an add-on where I can open a meeting on the calendar, click the add-on and it will open in a meeting notes template in OneNote. Would be cool to have the same thing for opening the meeting notes in Aha! Or if I could import my C...
Guest 3 months ago in Notes 0 Future consideration

Embed Draw.io drawing in a Note

At this time, it is possible to embed a Whiteboard in a Note, although it does not render correctly in the PDF export of the note. What this request is about is to allow embedding draw.io drawings, and allow a proper PDF export where the drawing s...
Fede Garibaldi 3 months ago in Notes 2 Future consideration

Share all notes in a hierarchy

It would be great to be able to share a link to a note, and users would be able to drill down into all notes in the hierarchy of that parent note. This way we could create a hierarchy of project documentation, and only share one link out to review...
Greg Wissler over 1 year ago in Notes 0 Future consideration

Manage notes via source control

My team is using notes in Aha! Develop to document parts of our application. We want to ensure the documentation stays up-to-date as code changes, so we'd like to manage note content via source control. Especially content like UML diagrams.
Jeff Tucker 10 months ago in Notes 0 Future consideration