Admin & Settings

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.

Create ability to assign multiple branches more easily and across the board versus individually

Move Conversation Starters and Market spotlight to the first items on the list versus the last 2 on the screen wipe

Add ability to grant account access to the mobile app

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

Within settings, allowing for users to restrict event creation to only the listed shared owners on the account/contact.