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User Experience

Showing 116 of 507

add Medicaid Patient Count from Analyze to Explore

adding the Medicaid patient counts from analyze to explore will allow fro users to compare on the explore page
Mary Nichols 8 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 5 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 5 months ago in User Experience 0

Ability to Customize Welcome Emails

Admin Request: I would like to be able to customize the Welcome email template to add links, additional directions, attach documents.
Alex Chesnutt 8 months ago in User Experience 0

Quarterly Market Share Reports - Customized by Customer

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 ...
Bernie Segura almost 2 years ago in User Experience 0 Future consideration

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 3 months 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 3 months 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 3 months 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 3 months 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 3 months ago in User Experience 0