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

All ideas

Spoof our email domain for email invitations

We would like to be able to invite community contacts to events using a version of our own domain instead of @trellahealth.com.
Guest over 3 years ago in Calendar & Events 0 Will not implement

The ability to collapse the 2 columns on the left of the home page, individually, making the calendar larger.

Add a toggle button or the ability to hover and drag the the columns to collapse them and increase the size of the calendar as needed.
Jan Amato over 3 years ago in Calendar & Events 0 Already exists

To be able to move multiple documents in the Documents tab

In the CRM Documents tab, we are not able to move multiple documents to different sub folders. It would be good to have the option to move multiple documents in created sub-folders.
john Agravante over 3 years ago in Reporting 0

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 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 almost 4 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 about 4 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 4 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 about 4 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 about 4 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 about 4 years ago in Admin & Settings 0