All ideas

In Edge, there is a difference between "To Do" and "Event" for tasks that need to be done but aren't necessarily at a specific time or have a contact associated. This would be great in the PAC CRM.

When entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered.

Request: To have the Playmaker ID be an available option as an available field in the referrals tab so that it can be included in the exported CSV file. Platform: Spark What the client expects: The Playmaker ID should be available when exporting C...

for me and my company, everything my boss asks for is: Action: Result: Follow up: It would be extremely time saving if I could go into settings and add a pre-made text for all of my accounts I add. This would guarantee I have everything entered ev...

This time I messed with the required fields, and hope they work better for us!

The Additional Communication field on the CRM web app should be included in the CRM mobile app.

To have a button to request ownership for accounts and contacts on mobile