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Admin & Settings

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Alphabetize Available fields in Views

Request to present the available fields within the view section alphabetically first and integration fields last
Jessi Owens about 2 months ago in Admin & Settings 0 Future consideration

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 3 months ago in Admin & Settings 0 Future consideration