Turn features on or off

Hide the parts of Field Ops CRM your team doesn't use, for your team only.

Not every team works the same way. If yours doesn't use something, an admin can switch it off in the portal: open Features and untick it.

A switched-off feature disappears from the app and the portal for everyone on your team. Other companies on Field Ops CRM aren't affected. Phones pick up the change the next time they sync.

You can switch off Tasks, Messages, Target lists, Sell sheets, the Library, each kind of check (menu checks, retail checks, activations, merch and assets), Depletions, Commissions, the Leaderboard and challenges, and AI assistants. Accounts, contacts, visits and calls are always on.

Nothing is deleted. Switch a feature back on and everything is there as it was. A few things to know:

• Tasks: automatic task rules stop while Tasks is off. Open tasks come back when you switch it on, and some may then be overdue.
• Messages and tasks: nobody gets phone notifications for them while they're off.
• Depletions: reports your distributors email in keep arriving and wait for you, so nothing is lost.
• Library: links reps already sent to buyers keep working.
• AI assistants: assistants people connected stop reading Field Ops, and start again when you switch it back on.
• Exports: they still include everything, so you always have all your team's records.

Only admins can change features. Commissions and the Leaderboard and challenges are part of the Premium plan.