Q: How do I stop the left navigation sidebar from automatically collapsing?
A: The sidebar behavior is controlled at the individual user level, rather than being a global system setting. To change how your sidebar acts:
Click the three-line menu icon (the "hamburger" icon) at the top left of your screen.
Clicking this will pin the sidebar open permanently.
Clicking it again will switch it back to hover mode, meaning the sidebar will automatically collapse to give you more screen space until you hover over it.
Q: Why am I missing the "Outbound Referral" section when using Quick Create in Accounts?
A: If you are trying to use the Quick Create menu but cannot see the Outbound Referral fields, this usually points to a backend configuration conflict. Please open a support ticket so our team can investigate. We will review your specific user permissions, layout settings, and module configurations to restore visibility.
Q: Are there limits or best practices for adding custom fields to a Pre-Admission Assessment (PAA)?
A: Yes. Each PAA module in Dazos CRM has a maximum field limit to ensure the system runs smoothly. Deleting and re-adding too many fields across multiple PAA types can cause the module to lock or result in "Access Denied" errors. Best Practices for PAA customization:
Reuse, don't duplicate: If a field (like Employer) applies to multiple PAA types, create it once in the system and reuse it across all your forms. This preserves your field quota and reduces system conflicts.
Use Module Table Fields: For repeated questions or lists, leverage Table Fields to keep your structure clean and efficient.
Q: Does Dazos CRM integrate with QuickBooks (QBMS) for patient payments?
A: Yes! Dazos CRM includes a robust QuickBooks Merchant Services (QBMS) integration that functions as a secure payment gateway (similar to Authorize.net). Key Capabilities:
Attach payment charges from the CRM directly to a QBMS Statement to send to patients.
Allow patients to pay their charges directly through the Customer Portal.
Link multiple QBMS accounts to specific CRM locations to keep your billing organized.
Process both electronic checks and credit card transactions.
Seamlessly sync charges and patient responsibilities between Dazos IQ and Dazos CRM.
Q: Can I set the CRM to automatically expand and show all replies in a comment thread?
A: Currently, Dazos CRM is designed to display only the latest comment in a thread by default. To view older replies, you must click the "x Reply" link. While we understand that automatically expanding threads might save a click, this design choice is intentional—it ensures that records with heavy commenting history continue to load lightning-fast for your team.
Pro Tips / Extra Help
If you run into an issue where you suspect a layout is broken (like missing Quick Create fields) or you receive an "Access Denied" error on your PAAs, don't hesitate to reach out to Support. Providing a screenshot of the error helps us diagnose the issue much faster!