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Support automation triggers and actions for worksheet fields

We have a need to driver some automations based on values in worksheet custom field but Aha! doesn't allow us to select worksheet custom fields while creating automation rules.
Karla Johnson about 4 years ago in Automations / Worksheets 6 Future consideration

Allow for tagging people in custom notes fields

What is the challenge? When I'm using custom fields that are Notes, in custom tables for example I am unable to go @name to tag a particular person. What is the impact? Harder for people to see where they were mentioned and for those peopl...
Lucas Kemperman 6 months ago in Notes 0 Future consideration

Allow joining a roll-up initiative to its' related goal in a report

Who would benefit? Businesses with multi-tiered strategic hierarchies. The reporting need is: "Show me initiatives, with their parent initiative, and then the goal that the parent initiative is related to". This could be, for example: Product-leve...
Reilly O'Connor about 2 years ago in Reports / Roadmaps 2 Future consideration

Allow sales teams or customers to update all ideas from their organization

What is the challenge? Customers submit ideas that are important to them, but need a broader context for the organization they belong to. Sales leads and customer team leads want to be able to provide information about these ideas and their prio...
Bonnie Trei 6 months ago in User management 0 Future consideration
107 VOTE

Integration with Intercom

link/create conversation to idea
Guest almost 11 years ago in Ideas / Integrations / Wanted 25 Future consideration

Delete in Aha restricted to Admins expand to Custom roles

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 ...
Shiv Shankar Vedharajan 9 months ago in Account settings 0 Future consideration

Idea Portal should have the ability to make the submitter email optional

What is the challenge? Entering ideas directly into Aha while at a trade show would be very efficient but having to enter our email addresses every time is cumbersome and takes extra steps. What is the impact? Having to enter my email addr...
Guest about 1 month ago in Ideas portal 0 Future consideration

Portal Status Terminologies to be displayed in the Salesforce Idea

What is the challenge? We've created terminology for statuses in our portals. These created terminologies are not being used in the Salesforce Idea view. What is the impact? This creates an inconsistent user experience as the statuses disp...
Kalee Griffith about 1 month ago in Ideas portal 0 Future consideration

Allow Roadmaps contributors to create a link back to interviews and studies

What is the challenge? Currently an Aha! Roadmaps contributor that does not also have a paid Discovery seat cannot link key data records like Epics and Features back to records in Aha! Discovery What is the impact? Product teams that are a...
James Harris about 1 month ago in Discovery 0 Future consideration

Quick navigation to settings pages by name

When working with Aha! customers, one part that slows down users as they set up their account is figuring out how to navigate through to the page they need. Let's say I am helping a customer add a custom layout and statuses to their ideas and idea...
Max Robbins over 1 year ago in Account settings 0 Future consideration