When creating a custom field, we have the option to use check boxes to allow our teams to select multiple options. When it's presented on web and mobile, it would be easier to read if it appeared as a bulleted list.
adding a feature for a Manager/Admin to mass update Record Field for Accounts.
This will help an Admin or a Manager to mass update the accounts record field to save time for their rep and ensure that all fields are corrected in bulk.
Marc Angelo De Guzman
over 1 year ago
in Accounts & Contacts
0
Already exists
When attaching a patient to referral under the account, need to be able to search the crm and attach, not a free text box
"Patient" under new referral for an account is a free text box. It should be a selector search for patients in the database (or allow new patient to be added from here)