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.

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

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory

In some areas when we are assigning or even creating views you can only select multiple users. We should allow multiple user selection for every view/table/popup. This is specifcally around the user selection in GOALS. You are able to select multi...

The language that appears for customers when they choose 'Other' as the event type is causing confusion. It currently suggests they can input a custom field, whereas, in reality, they must contact support to add custom event types. Could we please...

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.

Right now there is no way for another user within the customer to unlock a fellow user if they get locked out. A Support ticket has to be created and there is a time lapse.