Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Calendar & Events

Showing 35 of 177

When activity completed, have auto pop-up to schedule follow-up

A client had a great recommendation to help with work flow. He would like for there to be an automatic pop up when an activity is completed to schedule a follow up to that activity.
Guest over 1 year ago in Calendar & Events 1 Future consideration

Edge:: Being able to see future events at the account level on mobile

To be able to see future events on the account details
john Agravante almost 2 years ago in Calendar & Events 0 Will not implement

Characters on Sales Notes

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.
Nica Yabut almost 2 years ago in Calendar & Events 0

Outlook Interface

I wanted to have the ability to sync my Outlook to the PlayMaker Calendar, Accounts and Contacts
Nica Yabut almost 2 years ago in Calendar & Events 0 Will not implement

Ability to accept Meeting Invites from other users in the mobile app

If I am creating a meeting invite within the Spark mobile application, it gives me the option to invite other users from my agency. However, if I invite those users, they have to go into the Web App to be able to accept that invite. I think it wou...
Josh Price almost 2 years ago in Calendar & Events 0