Admin & Settings

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...

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

As an admin, being able to login as either a specific user or in the same role as a user

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.

The ability to change fonts, sizes, and colors of basic features of CRM (Dashboard, Background color, Font sizes)

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...