Admin & Settings

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

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...

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...

To have an option base on User's familiarity of the software

Ability to store my own business card in the mobile app to have handy.

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.

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...

Make it easier to rearrange fields on different objects.

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.