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PINNED Interactive Map with Account Pins by Address
Similar to the market spotlight Map but focused on users BoB Accounts. This would show ALL Accounts in a reps BoB. When they select the pin they should have an option for Details and Schedule Event.
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PINNED Ability to associate contacts to multiple accounts!
It's very common that contacts that I meet with on a regular basis work at more than one account within my CRM.
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All ideas

Showing 230 of 230

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 almost 2 years ago in Accounts & Contacts 1 Already exists

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 about 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 about 2 years ago in Calendar & Events 0 Will not implement

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 about 2 years ago in Accounts & Contacts 0 Will not implement

Add Date Created for to Expenses

Idea: To have a timestamp for expenses on when the entry was created.
john Agravante about 2 years ago in Expenses 0 On Roadmap

Exporting Expenses Updates - Including Receipts

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...
john Agravante about 2 years ago in Expenses 0 Future consideration

Saving Documents To Accounts and Contacts

I wanted to be able to save files on my accounts and contacts for documentation references
Nica Yabut over 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 over 2 years ago in Calendar & Events 0 Will not implement

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 over 2 years ago in Admin & Settings 0

Tools from Managers

Coaching Forms/ Leaderboards/ Benchmarking Think of this as more for managers. Should be things like ride along forms, leaderboards, and benchmarking for their reps.
Alex Chesnutt over 2 years ago in  0 On Roadmap