Intro / Context
This FAQ compiles frequent internal questions and answers from CSM and Support chat interactions related to Dazos CRM and its integrated products. It serves as a quick reference for troubleshooting, explaining customer behaviors, and understanding best practices for training or configuration scenarios.
Product: Dazos CRM
Question: Is there a setting that makes the left sidebar collapse until hovered over? A customer reported that their sidebar auto-collapses and wants it to always show.
Answer:
There is no global setting to toggle this automatically. However, users can manually switch between sidebar modes:
Click the three-line (hamburger) icon to pin the sidebar open permanently.
Click the same icon again to re-enable hover mode, which collapses the sidebar until hovered over.
This behavior is controlled per user and not system-wide.
Product: Dazos CRM
Question: Why isn’t the Outbound Referral section appearing under Quick Create in the Accounts module (e.g., at libertyhouse.dazoshealth.com)?
Answer:
There isn’t an obvious configuration cause for this issue. If the Outbound Referral fields are not visible under Quick Create, please open a support ticket for further investigation. A backend review will help determine whether the fields are hidden by permissions, layout settings, or module configuration.
User Case: Field visibility or layout troubleshooting under Quick Create for outbound referrals.
Product: Dazos CRM – Pre-Admission Assessment (PAA)
Question: What’s the best practice when training customers to edit a Pre-Admission Assessment (PAA) form?
Answer:
Each PAA module in Dazos CRM has a maximum field limit. Deleting and re-adding too many fields (especially across multiple PAA types) can cause:
The module becoming locked, preventing further edits.
“Access Denied” errors when users attempt to open PAA records.
Best Practice:
If a field (e.g., Employer) applies to multiple PAA types, create it once and reuse it across all types instead of duplicating it.
Reusing fields preserves quota space and reduces system conflicts.
Leverage Module Table Fields for repeated questions throughout the PAA — this ensures efficient structure.
Next Steps:
A ticket has been submitted to the Dev Team to:
Add a warning message when users are near the field limit.
Clarify how many fields can be safely added or deleted once an instance is cloned from a base template.
User Case: Training customers to customize assessment forms without exceeding structural limits.
Product: Dazos CRM & IQ Integration with QuickBooks (QBMS)
Question: What are the current capabilities of the Dazos–QuickBooks (QBMS) integration?
Answer:
Dazos CRM includes a QBMS (QuickBooks Merchant Services) integration that functions as a payment gateway similar to Authorize.net and other processors.
Capabilities:
Attach payment charges from the CRM to a QBMS Statement and send them for patient payment.
Patients can pay charges directly through the Customer Portal.
Integrate multiple QBMS accounts with specific CRM locations for organized payment management.
Supports electronic checks and credit card transactions.
Charges or payment responsibilities from IQ or other modules can be directly synced with QBMS.
Status:
The integration has been tested and is fully functional.
Originally developed for HIA, it is now used across both Dazos IQ and CRM platforms.
User Case: A customer using both Dazos CRM and IQ who processes patient payments and wants seamless QuickBooks integration.
Product: Dazos CRM
Question: Is there a setting to automatically display the entire comment thread on a record, instead of clicking “1 Reply” to view replies?
Answer:
Currently, Dazos CRM displays only the latest comment by default. To view all replies in a thread, users must click the “x Reply” link.
This behavior is by design and ensures faster page load times for heavily commented records.
Note:
The option to show full comment threads by default is not available at this time—it would be considered a feature request, not a bug.
User Case: Customer prefers to view all comments without expanding individual threads.