FAQs (120)

Why is my sub-panel title different from the module name?

Modified on Fri, 14 Nov, 2025 at 10:48 AM
Can I create lookup options on the go ?

Modified on Tue, 1 Jul, 2025 at 11:44 AM
Why is a default lookup not listed on the 'Add Item' form ?

Modified on Tue, 1 Jul, 2025 at 11:44 AM
Why is a lookup option not listed for selection ?

Modified on Tue, 1 Jul, 2025 at 11:44 AM
Why can’t I select a lookup option even though I can see it?

Modified on Fri, 14 Nov, 2025 at 11:44 AM
Where is the field description displayed? Can I change the format?

Modified on Tue, 1 Jul, 2025 at 11:45 AM
Why can’t I see the Custom Form on the record?

Modified on Fri, 19 Dec, 2025 at 2:21 PM
Can I give an external auditor access to CGR?

Modified on Fri, 14 Nov, 2025 at 11:02 AM
How do I share a dashboard template as a System Admin?

Modified on Fri, 14 Nov, 2025 at 10:28 AM
How can I change my default dashboard or dashboards order?

Modified on Mon, 29 Dec, 2025 at 1:19 PM

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