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Improvements for selecting ideas in Salesforce

In the popup window for selecting an idea to link: * Would be nice to be able to sort by name * Would be nice to have partial search, not only full word search * Would be nice to filter out ideas which have already been added. This can create dupl...
Guest about 8 years ago in Salesforce 2 Future consideration

Trigger automations based on goal status

I want to automate certain actions based on goal status, but right now, I can't use that as a trigger.
Chrissi McNamara almost 5 years ago in Application 1 Future consideration

Link to Salesforce record through Aha

I understand it’s possible to link a Salesforce case, account, or opportunity to an Aha! Idea. It would be much more convenient to go the other way around so that you can link an Aha! Idea to Salesforce through Aha. That would prevent us from havi...
Guest almost 7 years ago in Integrations 1 Future consideration

Add OKR enabled/disabled to workspace settings reporting

What is the challenge? With the introduction of the new OKR functionality in Aha! I can configure my individual workspaces/lines to enable OKRs but as an admin, I cannot quickly report on which workspaces and lines have enabled or disabled the OKR...
Justin Waldorf 10 months ago in Reports 0 Future consideration

Ability to filter pivot reports on counts

In pivot reports, Aha! offers the options to "Within cells list as:" counts, sum, avg etc. It would be very beneficial if we could filter on this numerical options, especially on counts and unique counts (since it's not a standard option offered w...
Reut Levi over 4 years ago in Reports 3 Future consideration

Default settings for saving reports

It would be great to have default settings for saving reports. For example: the ability to assign reports to share internally with and into specific folders (as opposed to saving generally) by default. All reports created in workspace X would be s...
Emily Millman over 1 year ago in Reports 0 Future consideration

ability to schedule notes

Who would benefit? internal and external stakeholders What impact would it make? Efficient and reliable communication How should it work? This should work like the scheduled saved views. I would like to be able to send a weekly update to my client...
Jennifer Lange about 1 year ago in Notes 0 Future consideration

Headers and Footers to List Reports

Have the ability to add headers and footers to list reports.
Guest over 3 years ago in Reports 0 Future consideration

Notification filter for my mentions

If I get a backlog of notifications, I would like to quickly see the ones where people have @ mentioned my name.
Jonathan Steel almost 5 years ago in Comments / Notifications 1 Future consideration

Make "release quarter" field filterable in reports

We create pivot reports to show our quarterly roadmap of features. Each row is an initiative. Each column is the "release quarter" field. Features are listed in the cells. This works great. Now, imagine there are 4 quarters in the past, but you on...
Guest about 7 years ago in Reports 4 Future consideration