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.

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.

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.

To be able to see future events on the account details

To allow users to assign shared owners to their accounts or contacts based on the permission that they have

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...

I wanted to have the ability to sync my Outlook to the PlayMaker Calendar, Accounts and Contacts

Within settings, allowing for users to restrict event creation to only the listed shared owners on the account/contact.

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.

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...