Admin & Settings

We need a pop to offer event types rather than default.

Customer would like to turn off n otifications for palliative care referrals only need to be turned off leaving the notification for hospice referrals turned on.

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...

Request to present the available fields within the view section alphabetically first and integration fields last

This would be useful to explain high level and high impact fields and/or terms within the CRM. It can provide clarity and support proper use of the CRM for all users.

Need a way to trigger new fields to appear based on prior selections like recurrence in events.

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.

With the new face of CRM, Fonts are not easy to be read

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...

I need to be able to sort by last note input date or last contact date, not last modified date.