All ideas

A few clients noticed that anytime a sales person puts an apostrophe in their sales notes the weekly reports reflect that with strange characters.

Idea: To have a timestamp for expenses on when the entry was created.

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...

Account rankings should be displayed on the contacts that are associated with them.

I wanted to be able to add notes anywhere in the platform aside from activities so that I can take note any important details easily when needed. I don't see neither the option for pipeline nor notes.

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.)

I wanted to be able to save files on my accounts and contacts for documentation references

I wanted to have the ability to sync my Outlook to the PlayMaker Calendar, Accounts and Contacts

Making a change to a field value in multiple accounts/contacts at one time

Ability to customize what columns show and arrange them in certain order