User Experience

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.

Please add an options for: "Week days" when adding a reoccurring event so that Saturday and Sunday are not added check box Day options - Example "every Monday and Thursday"

prevent a user from having to manually do it every time they add multiple users. There are many people that need the same permissions and access, but only need to change the user information, so it would be helpful to have a “duplicate user inform...

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page

Please add the ability for multiple user profiles to be updated in bulk by an admin. It would be ideal if users listed manager, state and product access, role, and enabled status could all be updated by an admin in bulk. This would alleviate the n...

customers want to create charts/graphs from any/all tables in Insights as a visual way of presenting the data

Would like to have an option to clear saved Default location in the Filter section in Explore

Ability to see CRM Roles with an added Column & Filter Ability to see the last activity date for CRM Ability to see which users are in CRM "demo" status With an added column and filter to see a list of users not being counted toward the licens...

This would be useful to predefine a particular market and filter criteria, and have all users be looking at the same list

Carter provides a quarterly Market Share report that to be shared with customers, must be customized for each customer based on the business lines and states they subscribe to. The CSM that is customizing each of these reports takes a significant ...