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User Experience

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Additional Columns, filters and export abilities in Common Admin Users View

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...
Michelle mmalone@trellahealth.com 12 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 6 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 6 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 6 months ago in User Experience 0

ability to customize or select the metrics you want to display in Sales Spotlight

customers are requesting the ability to show BPCI metrics in addition to DRGs on Hospital Sales Spotlight (specifically for SNF, but would be nice for HH & HOS as well)
Mary Nichols almost 4 years ago in User Experience 3 Future consideration

Please add the ability to search for new agencies in Marketscape Insights Explore, Global Search box, and on the "My Agency" NPI list even if no data is pulling through yet.

This is useful to brand-new agencies or organizations with recently acquired NPIs. They often have no data to reference regarding their agency for a long time since the data runs on a 5-6 month lag. During that time, they cannot add their NPI to t...
Ashley Scrimo almost 2 years ago in User Experience 1 Future consideration

Add Sales Spotlight for SNFs in the Hospice Insights Platform

In the hospice platform of Marketscape Insights we have physician and hospital sales spotlights. Hospices also market to Skilled Nursing homes and it would be very helpful if they had a sales spotlight for this type of facility.
Laura Green almost 2 years ago in User Experience 1 Future consideration

Presentation Button in Engage Tab

In order for the Comparison pop up to come up to create a presentation you currently have to do that under Analyze. It would be great to have the same green Presentation Button added to the Engage tab that currently only exists in the Analyze tab....
Maegan Williams over 1 year ago in User Experience 0 Future consideration

Presentation Values Shown on Printed Documents and/or Slide Decks

When you hover over the graphs in presentations you can see the numeric values. My customer would like these values to be shown when using the Leave Behind template or creating a PPT.
Guest over 1 year ago in User Experience 1 On Roadmap

Add Admin to navigation pane

Within the tools themselves, where the navigation dropdown is located that allows navigation between modules, please add Admin as an option as well.
Jessi Owens 7 months ago in User Experience 0