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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

Making Bulk Changes

Making a change to a field value in multiple accounts/contacts at one time
Nica Yabut almost 2 years ago in Accounts & Contacts 0

Column Alignment

Ability to customize what columns show and arrange them in certain order
Alex Chesnutt almost 2 years ago in Accounts & Contacts 0 Already exists

Payor source information with M/A data associated to Home Health agencies as you do with physicians

It would be good practice to know acceptance and who to target as we do with claims data.
Guest almost 2 years ago in Market Data 0

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

Custom Event Creation

Customer would have the ability to go into settings and navigate to the custom event creator. This wizard would allow the user to create a new event type, and then select the fields they want to be a part of that event. In the wizard, they would a...
Josh Price almost 2 years ago in Admin & Settings 0 Future consideration

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