Admin & Settings

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.

Add a role permission type that includes required approval to REMOVE ownership from an individuals book of business. This would match the logic for required approval to REQUEST ownership.

Create ability to assign multiple branches more easily and across the board versus individually

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe

Add ability to grant account access to the mobile app

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

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...