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Customized View for Users based on Business Line

The ability to hid / turn off certain fields and/or objects based on the type of sales person/ business line that is using the CRM.
Coy Privette 8 months ago in Accounts & Contacts 0 Future consideration

Intergrate with Concur

Allow data to flow between concur and the CRM
Theresa Stewart over 1 year ago in Expenses 0 Future consideration

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 almost 2 years ago in Accounts & Contacts 1 Future consideration

Expenses: To have choices on what to print

Have clients choose which fields to print using checkboxes
john Agravante almost 2 years ago in Expenses 0 Future consideration

Spark: Have a date created for expenses

Idea: To have a timestamp for expenses on when the entry was created.
john Agravante almost 2 years ago in Expenses 0 Future consideration

Spark - To have the receipt be included in the PDF file when exporting expenses

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 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 almost 2 years ago in Accounts & Contacts 0 Future consideration