Reps should not be able to see other reps goals.

when completing an event in activities it only allows for 10 contacts. Can it allow more so that we don’t have to create another event in order to add everyone we had contact with especially for big events

Customer requested this on a call. Currently they only get most recent coordination note, but C-suite want their reps to have access to full history becaues "that's how they had it in Salesforce"

The notes that imported over from trella edge show up in that section.

Events listed on the calendar would be integrated with the users calendar, so that those same events would populate on the users outlook/iCal/google calendar. Secondarily, we've received one or two requests for that integration to be bi-directiona...

all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...

It shows the total number of events by event type but not a total number of events completed

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...