Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Admin & Settings

Showing 5

Custom Objects: Make it easier to reorder fields

Make it easier to rearrange fields on different objects.
Alex Chesnutt 4 months ago in Admin & Settings 0 Future consideration

Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens 9 months ago in Admin & Settings 0 Future consideration

Field to Update the "Has subordinates" for Custom Roles

Be able to change the Has subordinates YES or NO field in Custom Roles. This should be in sync to reflect the capability of user assignments same as the other default roles.
Nica Yabut over 2 years ago in Admin & Settings 0 Future consideration

Leader territory configuration

Create ability to assign multiple branches more easily and across the board versus individually
Jessi Owens 12 months ago in Admin & Settings 0 Future consideration

Grant access permission from Mobile App

Add ability to grant account access to the mobile app
Jessi Owens about 1 year ago in Admin & Settings 0 Future consideration