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The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
Jan Amato over 1 year ago in Calendar & Events 0

Audit Trail of Ownership Changes/Requests

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.
Madison Burns over 1 year ago in Accounts & Contacts 0

To be able to move multiple documents in the Documents tab

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
john Agravante over 1 year ago in Reporting 0

Intergrate with Concur

Allow data to flow between concur and the CRM
Theresa Stewart over 1 year ago in Expenses 0 Future consideration

Activity Hyperlink on a Facility Page

Is it possible to be able to make it so I could navigate directly from within a facility page/activity history specific activity to the actual activity? I can navigate from the Activity page to a Facility page, just not the other way around.
Nica Yabut over 1 year ago in Calendar & Events 0 Will not implement

Contact Date of Birth on Mobile App

Sales uses the mobile app when in the field to enter contact information. It would be a time saver to be able to add the contacts date of birth from the mobile app so the client can run reports on DOB for contacts.
Guest over 1 year ago in Accounts & Contacts 0

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