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Customize My work for my workflow

I need the ability to configure My work for my use case. The page is often cluttered with elements that we may never use. Here are a few of the challenges we've run into: Customize My work by persona Customize for novice users. Imagine a cleaner i...
Nathaniel Collum over 1 year ago in My work 0 Future consideration

PHI Deletion - Personal History

What is the challenge? is is crucial for maintaining patient privacy and complying with regulations like the Health Insurance Portability and Accountability Act (HIPAA) in the United States. What is the impact? Compliance and Legal Describe your i...
Karla Johnson 3 months ago in Account settings 0 Future consideration

Don't update URL when report is updated

What is the challenge? When I update a report and click 'Save', the URL is updated. What is the impact? Anyone who has bookmarked a link to the saved report and tries to access it after it's been updated will be taken to a 'Not Found' page. Descri...
Eliza Crawford 6 months ago in Reports 0 Future consideration

Support worksheet custom fields in automated scorecard metrics when an idea is promoted

What is the challenge? I have a worksheet that is used on multiple record types. I want to use that worksheet in an automated metric in a scorecard that is shared across those record types. This is not possible today. When you select multiple reco...
Terence Osmeña about 1 month ago in Account settings 0 Future consideration

Allow setting "To-do description" in reports to a rich text export

What is the challenge? With most description fields, such as Feature description, pulling those fields into a list report gives you the option to choose whether the column will be formatted for a Rich text export or a Plain text export. The descri...
Maria Plotkina about 1 month ago in Reports 0 Future consideration

The ability to use an integration as a template prior to it's first time being enabled

What is the challenge? It's currently possible to use a disabled integration as a template, but before that is possible, you must first enable the integration and then disable it. What is the impact? This forces an extra step as users may want to ...
Stephanie Lechner about 2 months ago in Integrations 0 Future consideration
110 VOTE

Integration with HubSpot CRM

Our Sales and Support teams use HubSpot CRM for all of their daily operations. I would love to have the same two-way sync that is provided for Salesforce within HubSpot. Essentially, the ability to associate contacts to ideas within HubSpot
Guest almost 6 years ago in Ideas / Integrations 18 Future consideration

Merge Ideas Portal Users

Who would benefit? Portal Administrators and Community What impact would it make? This would allow portal admins to ensure users are only able to vote once per idea rather than multiple times by registering more than one email address and/or corre...
David W 10 months ago in User management 2 Future consideration

Make Whiteboard diagrams able to be copied/pasted

What is the challenge? When I try to copy/paste a Whiteboard flowchart into another app, I get a lot of code What is the impact? I will have to recreate my flowchart in another app Describe your idea Make copy/paste work in Whiteboard
Daniela Iancu about 2 months ago in Whiteboards 2 Future consideration

Allow filtering to apply to a subset of data within a pivot

What is the challenge? Because of the relational nature of reporting in Aha!, filters applied for child records of the primary record will impact the primary record data points included in my report. It would be great to be able to apply filters s...
Ashley Tierney about 2 months ago in Reports 0 Future consideration