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Custom Fields - Update Presentation of List View

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.
Alex Chesnutt 4 months ago in Accounts & Contacts / Admin & Settings 0 Already exists

Sorting Feature

I need to be able to sort by last note input date or last contact date, not last modified date.
Guest 7 months ago in Admin & Settings 0

Adding multiple Sync IDs to one branch

Some companies use Branches for clinical territories vs Sales Territories. This would allow customers more flexibility to creating a sales territory
Bryan Costreie 10 months ago in Admin & Settings 0

Selecting Multiple Users - Pages

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...
Bryan Costreie about 1 year ago in Admin & Settings 0

Request to Update and Clarify 'Other' Event Type Instructions for MAR CRM Customers

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...
Nica Yabut over 1 year ago in Admin & Settings / Calendar & Events 0 Will not implement

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 almost 2 years ago in Admin & Settings 0

Manage Users Being Locked Out

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.
Madison Burns about 2 years ago in Admin & Settings 0 Will not implement

Role Permission: Removing ownership from BoB

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.
Jessi Owens 4 months 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 5 months ago in Admin & Settings 0 Future consideration

Move conversation starters and spotlight in mobile

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe
Jessi Owens 6 months ago in Admin & Settings 0