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Custom Fields - Nested Fields

Need a way to trigger new fields to appear based on prior selections like recurrence in events.
Alex Chesnutt 9 days ago in Accounts & Contacts / Admin & Settings 0

Custom Fields - Update Presentation of List View

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.
Alex Chesnutt 9 days ago in Accounts & Contacts / Admin & Settings 0

Ability to limit fields in Account & Contact + Other Objects

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all. To check if there is an option to select multiple Roles across all business lines for t...
Marc Angelo De Guzman 5 months ago in Admin & Settings 0

Sorting Feature

I need to be able to sort by last note input date or last contact date, not last modified date.
Guest 4 months ago in Admin & Settings 0

Clearer font for the new face of CRM

With the new face of CRM, Fonts are not easy to be read
Guest almost 2 years ago in Admin & Settings 5 Already exists

Adding multiple Sync IDs to one branch

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory
Bryan Costreie 7 months ago in Admin & Settings 0

Add Font Size Adjustment Feature For Mobile Application Settings

To enhance the visibility of the application, especially for those who are using the application through their mobile phone. To make this change, go to the app settings and change the font size to the one that would work for the user. They can hav...
Guest over 1 year ago in Admin & Settings 1

switch for Menu bar Options (Top or Side)

To have an option base on User's familiarity of the software
Guest almost 2 years ago in Admin & Settings 3 Will not implement

Ability to switch default Scaling/Zoom in or out view for Laptop and multiple display sizes

Would be great if we can have a default view Zoomed in or out for laptops and multiple display sizes to avoid scrolling and be able to view the whole columns and tabs without the need to scroll on bars and sliders.
Guest over 1 year ago in Admin & Settings 0

Selecting Multiple Users - Pages

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...
Bryan Costreie 11 months ago in Admin & Settings 0