Skip to Main Content
CRM Idea Center
ADD A NEW IDEA

Pinned ideas

View all
PINNED Customize Ratings
Customers want the ability to customize what is in the Account/Contact Rating field.
PINNED Search by Address for Accounts & Contacts
there are occasions where I am near an account that is small and I don’t remember the account name. If I could type in the street name, it would be a quick way to look up the account details. This doesn’t happen daily, but it has happened on sever...

All ideas

Showing 295 of 295

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 2 years 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 2 years ago in Accounts & Contacts 1 Already exists

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 3 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 almost 3 years ago in Accounts & Contacts 0 Will not implement

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 almost 3 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 almost 3 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 3 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 almost 3 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 about 3 years ago in  0 On Roadmap

Automation for Field Based Referrals

For community based referrals. Would allow for reps to more easily pick up referrals that come in from the community and work them in real time.
Alex Chesnutt about 3 years ago in  0 Coming Soon!