Admin & Settings

Customers would like to make additional fields in Accounts/Contacts/Leads mandatory before saving

Automatically delete future events for users once they are disabled for CRM

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

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...

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

Make it easier to rearrange fields on different objects.

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

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

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.