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
1 year ago