Add ability to filter by fields within the recycle bin
What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...
Kristina Gass
5 months ago
in Account settings
1
Likely to implement
We need the ability to make standard and custom fields mandatory for existing records.
When a record is being edited, the UI should flag empty required fields so that the user is prompted to update them. This will help us ensure that critical inf...
Nathaniel Collum
over 6 years ago
in Account settings / Ideas
14
Likely to implement
Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...
Austin Merritt
over 1 year ago
in Account settings
0
Likely to implement
Only Allow Users to Create Workspaces under the Workspace Lines They Own
What is the challenge?
Users who have owner licenses can create workspaces or workspace lines not only under the workspace lines they own, but also other workspace lines they do not own. As admins of the Aha! account, we want to limit user's abi...
Recycle Bin - increase the # of days from 7 to 30 days
Being that we had a situation with deleting workspaces & finding a bug, we realize that 7 days is not enough time to recover data in case the situation isn't uncovered within that time frame. If data is changed (bulk edit, deletion, etc), user...
Victoria Morrella
over 4 years ago
in Account settings
6
Likely to implement
Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K
almost 2 years ago
in Account settings
0
Likely to implement
What is the challenge? Workspace owners can create custom integrations, instead of using a defined integration template What is the impact? Integrations do not follow the defined standard, leading to data inconsistencies Describe your idea New opt...
Mike Jacobson
7 months ago
in Account settings
0
Likely to implement
Paid seat groups are useful for managing the assignment of seats to Roadmaps users. It would be great if this could be extended to support the assignment of Develop seats as well.
Name of workspace when granting access is too long
What is the challenge? When granting access, the workspace name is only about 2 inches across then it is "..." if the workspace name is longer than this. What is the impact? Hard to navigate and requires exiting the interface and reviewing in the ...
Russell Glenn
7 months ago
in Account settings
0
Likely to implement
User Access Provisioning - When reactivating and adding access at the same time
What is the challenge? When reactivating a disabled user account, there is not a way to enable the account and assign permissions simultaneously. I first need to enable the user account, then re-open the modal and assign access as a second step. W...
Russell Glenn
7 months ago
in Account settings
0
Likely to implement