Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

All ideas

Showing 170 of 170

To have an Option to filter Contacts and Accounts by City on Mobile

Users can be able to filter the contacts/accounts based on their targeted city.
Marc Angelo De Guzman almost 2 years ago in Accounts & Contacts 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

Expenses: To have choices on what to print

Have clients choose which fields to print using checkboxes
john Agravante almost 2 years ago in Expenses 0 Future consideration

Spark Mobile:: Allow users to add shared owners on Mobile

To allow users to assign shared owners to their accounts or contacts based on the permission that they have
john Agravante almost 2 years ago in Accounts & Contacts 0 Will not implement

Spark: Have a date created for expenses

Idea: To have a timestamp for expenses on when the entry was created.
john Agravante almost 2 years ago in Expenses 0 Future consideration

Spark - To have the receipt be included in the PDF file when exporting expenses

Feature Request: The client wants to have the receipts in the expenses be included when exporting the report into a PDF file What the client wants: When exporting Expenses, the client wants to have the photos of the receipts be included in the PD...
john Agravante almost 2 years ago in Expenses 0 Future consideration

Phone App Filtering

I would want to show just a group of accounts of a certain criteria that I would be working on at a given time (say, rating, type, city, etc.)
Nica Yabut almost 2 years ago in Accounts & Contacts 0

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut almost 2 years ago in Accounts & Contacts 0 Future consideration

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 restrict event scheduling to only Account/Contact Owners

Within settings, allowing for users to restrict event creation to only the listed shared owners on the account/contact.
Josh Price almost 2 years ago in Admin & Settings 0