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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 over 2 years ago in Ideas / Notes 5 Future consideration

Allow for Create SSO access when sharing notes and whiteboards

As a large organization, SSO is required to access authorized tools. When sharing documents (notes/whiteboards) today with a non-Aha! user in my organization, that user would need to start a free Aha! Create account with a UN/PW or Google SSO. We'...
Jeanette Resnikoff over 2 years ago in Account settings / Notes / Whiteboards 0 Future consideration

Draft with AI should use existing strategic records to produce better context

Who would benefit? Product and marketing teams author lots of strategic records in Aha! (vision, positioning, models, brand guidelines, notes + whiteboards, etc). All of this is important context to know when generating content with AI so the cont...
Max Robbins 11 months ago in Notes 0 Future consideration

Display "last updated" date on the notes page (Info > Notes)

Displaying the "last updated" date as part of the notes page (without needing to drill into version history) would provide viewers and the kb owner with quick insight on how up-to-date the note is.
Matt Case almost 5 years ago in Notes 0 Future consideration

Notebook sidebar organization

Who would benefit? Users trying to find and view things quickly What impact would it make? More user control over sidebar organization in Notebook; reduced cognitive load How should it work? Ability to add Divider lines Expand all/collapse all fun...
Guest 12 months ago in Notes 0 Future consideration

SSO option for guest users

Who would benefit? colleagues across the organisation who Roadmap users share notes/whiteboard with What impact would it make? It would mean they don't need to create and remember a password to access their account and gives some extra security to...
Ben Samuels 12 months ago in Notes 1 Future consideration

Note Collection template

We wish to create in each product workspace a collection of notes which tell the story of the product similar to the screen grab here: Aha! Roadmaps | Notes | Aha! software< https://www.aha.io/support/roadmaps/strategic-roadmaps/workspaces/note...
Daniel Lynch over 1 year ago in Notes 0 Future consideration

Restrict note and whiteboard sharing to allow only Aha! or SSO users to access

As an organization with strict security policies about how tools can be accessed, please introduce the ability to restrict sharing of notes and whiteboard documents to allow only Aha! or SSO users to access, similar to presentation and webpage sha...
Jeanette Resnikoff about 2 years ago in Notes / Whiteboards 0 Future consideration

Link across notes in custom portal pages

Who would benefit? Aha! Ideas Advanced customers utilizing custom ideas portal pages What impact would it make? Allow users engaging with an ideas portal to quickly link from one note to another How should it work? I would like to be able to add l...
Justin Waldorf about 1 year ago in Ideas portal / Notes 0 Future consideration

Maintain alt text when pasting an image copied from Microsoft Word

What is the challenge? The alt text of an image pasted from Word into Aha! is not maintained with the image. What is the impact? Rework. Describe your idea Maintain the alt text of an image that is copied from Word and pasted into Aha!.
Joseph Gehling 6 months ago in Notes 0 Future consideration