Prerequisites
Before you begin, make sure you have:
An active Dazos CRM account with intake cases in use
A submitted support request to Dazos — this setting cannot be changed by customers directly in their CRM settings
Overview
In Dazos CRM, intake case records include a Roll Up toggle that controls whether comments are visible by default when viewing a record. By default, this toggle may be set to OFF, requiring users to manually enable it each time they want to see comments on an intake case.
If you would like comments to be visible automatically across all intake case records without requiring users to toggle it on manually, Dazos Support can enable the Roll Up toggle at the instance level. Once enabled, this setting applies to all records across your entire instance.
Steps
Contact Dazos Support: Submit a support request to the Dazos Support team and request that the Roll Up toggle be enabled at the instance level for your intake cases. You can reach support by replying to any existing ticket or emailing the support team directly.
Provide context in your request: Let the support agent know that you would like comments to be visible by default on all intake case records, so that users do not need to manually turn on the Roll Up toggle each time.
Wait for backend configuration: A Dazos Support agent will access the backend of your instance and switch the Roll Up toggle ON at the instance level. No action is required from you during this step.
Confirm the change: Once the support agent notifies you that the change has been made, open an intake case record and verify that comments are now visible by default without needing to manually enable the toggle.
Result
After Dazos Support enables this setting, the Roll Up toggle will be set to ON by default across all intake case records in your instance. Comments will be immediately visible when users open any intake case — no manual toggling required.
⚠️ Note: This is a backend setting that applies instance-wide. It cannot be configured or changed by individual users or administrators through the standard CRM settings interface. If you ever need this setting adjusted, contact Dazos Support.