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Turning off a Scheduled Report
Scheduled reports will automatically send an emailed copy of the report to the user, as well as any additional recipients that were entered when the schedule was created. These emails can be turned...
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Sharing a Spark Calendar Using the Daily Visit Report
There may be circumstances where users need to share their entire calendar, providing insight about their event activity to a manager or peer. Sharing a calendar can be done from the Calendar page ...
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Clearing a User's Calendar
While individual events and series of events can be deleted manually, the calendar does not have a mass delete option available, so the assistance of an administrator will be required. This can be ...
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Completing Events
To mark an event complete the event requires BOTH: Add a call or visit note Mark it complete On the web calendar not completed events appear in blue text, events marked complete appear in green t...
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Editing an Event Series
Over time, the details of a recurring event may change. Users may want to update the business purpose, time, frequency, event type, account or contacts associated to an event. This article describe...
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Creating Events on Mobile
From the Account (Recommended) Creating an event from the Account will automatically associate the event with the account, requiring one less field of data entry. There are two ways to begin schedu...
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Calendar Overview
Events represent how marketers/liaisons are engaging their customers, as well as providing a reference point for call/visit notes. The calendar is a quick way to view your events. Default View By ...
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Tracking Stark II Compliance
PlayMaker offers the ability for agencies to monitor their expenses per individual contact for Stark II compliance. Stark II Annual Limit Using Contact Types, an agency can allocate and calculate e...
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SNF FAQ
This article pulls together SNF-relevant information from across the Help Center to be a one-stop shop for SNF Market Data in Spark's TargetWatch and Market Insights platforms. Identifying SNFs i...
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Saving and Scheduling the Approve Owner Change Report
As a manager or administrator, one of the more frequent tasks that you'll face in PlayMaker is reviewing ownership change requests. Marketers on your team can request ownership of Accounts, Contact...