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User Experience

Showing 112 of 495

CRM license note in admin is confusing

this note is very confusing. how is an admin supposed to easily identify how many licenses they have available. the way this is worded is making folks pause & think - "am i getting this message because i don't have any user licenses available?"
Mary Nichols 5 days ago in User Experience 0

Reset the column default to include all fields

Reset the default list of Columns included in results search on Marketscape Insights to all possible fields. Right now the default does not include address details or payer details.
Marissa Atwell 6 days ago in User Experience 0

Add standard selection tools

Users need a way to use standard selection tools like the "Command" key to choose individual records and the "Shift" key to choose a range of records between top and bottom clicks.
Marissa Atwell 7 days ago in User Experience 0

Ability to bulk assign to more than one user.

Right now Assign Anywhere only allows you to assign accounts/contacts to one single user.
Marissa Atwell 7 days ago in User Experience 0

Mar Ins-Only: Grant admins single-click access to login to reps accounts

When setting up reps it would be helpful for admins to be able to log in as them without having to change passwords back and forth.
Kate Work 7 days ago in User Experience 0

Ability to choose Account or Contact for CRM when using assign anywhere

Need an option in Insights to choose assignment destination of Account or Contact
Jessi Owens about 1 month ago in User Experience 0

Add City, Zip Code, County, and Address as column options to the HHA/HOS Analyze physician sources table.

It would be helpful to have an option to pull in City, Zip Code, County, and Address as column options in the physician sources table on a HHA or HOS Analyze page. This would allow users to quickly access that information without having to click i...
Ashley Scrimo about 2 months ago in User Experience 0

Dark Mode for MARINS + CRM

Vision imparities make it hard to view the UI with so much whit space, more and more requests are coming from prospects to have a dark mode.
Taylor Faucette about 2 months ago in User Experience 0

If you filter to a certain geography on Explore, the Medical Group filter should show results for that specific location, not the whole country.

It would be nice if you filter on a geography like a county and state, then filter for medical group, if the results could be specific to the chosen geography instead of listing everybody in the whole country.
Ashley Scrimo 3 months ago in User Experience 0

Common Admin: Accept characters in email addresses

remove the restriction in Common Admin and tools that disallows special characters like (') in email addresses.
Jessi Owens 3 months ago in User Experience 0