all CRM reporting should include a totals column. The specific report being requested for totals is the AE Event Summary Report. a manager or champion should be able to quickly see how many events their reps have completed in a given timeframe bas...

It shows the total number of events by event type but not a total number of events completed

When entering and completing an activity it doesn’t allow for notes without having to complete it and then going back in to add a note. Could it just be added to a field within the activities so that once we hit complete everything is entered.

Request: To have the Playmaker ID be an available option as an available field in the referrals tab so that it can be included in the exported CSV file. Platform: Spark What the client expects: The Playmaker ID should be available when exporting C...

If I am creating a meeting invite within the Spark mobile application, it gives me the option to invite other users from my agency. However, if I invite those users, they have to go into the Web App to be able to accept that invite. I think it wou...

Add an identifier within the UI to identify Accounts and Contacts that have been merged.

Add the NPI listed on the contact record to the AE Detailed Contact Productivity Report

Need to be able to add custom fields into reports and filter by them.

for me and my company, everything my boss asks for is: Action: Result: Follow up: It would be extremely time saving if I could go into settings and add a pre-made text for all of my accounts I add. This would guarantee I have everything entered ev...

This time I messed with the required fields, and hope they work better for us!