Integrations Sidebar Item

Completed

Background

Integrations need to centralize in the sidebar to find easier

This will also allow us to add integrations a bit easier without worrying about where to put additional ones

Solution

Please make the new sidebar item icon this:

Super-Admins

Quickbooks

Move the QBO integration link (https://app.boxandbestow.com/quickbooksconfig) a selectable item on this page

Admins

Company ID

TotalExpert

Can we generate a token name for each?

Salesforce

Change name to Salesforce instead of Salesforce Details

move out of the Profile menu & make a selectable item on this page

Loan Officers/Non-Admin Users

No Integrations sidebar

1 year ago

Activity
Ray changed status to Completed

1 year ago

changed status to Now available

1 year ago

Categories
Feature