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PINNED Saving Documents To Accounts and Contacts
I wanted to be able to save files on my accounts and contacts for documentation references
PINNED HCPC Goals
Add additional filters to allow us to create goals based on codes and recurring vs new orders.

All ideas

Showing 344 of 344

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 about 3 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 about 3 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 over 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 over 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 over 3 years ago in Expenses 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 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 over 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 almost 4 years ago in Coaching 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 almost 4 years ago in Referrals 0 Coming Soon!

Additional Filtering Options for "Daily Visit Report"

Sort by and filtering updates Daily Visit Report - client would like to be able to filter by multiple Territories (in the Select Territory drop down). Right now you can only select one territory per report. client would like there to be more optio...
Alex Chesnutt almost 4 years ago in Reporting 0 Future consideration