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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

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 9 months ago in User Experience 0

agency aggregated data

if an agency has multiple npis, i would like to see my competitors roll up as well as my own agency as a whole
Mary Nichols almost 4 years ago in  1 Future consideration

add the definitions for these metrics at the column headers in a way that is similar to other columns.

This will help the users know what information are they seeing on a column basis
Marc Angelo De Guzman 3 months ago in Data Metric 0

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 On Roadmap

Ability to download spreadsheet of errors when doing bulk assignment in MAR Admin Tool

This is useful for support to pin point errors in spreadsheet specially for big file uploads
Marc Angelo De Guzman 3 months ago in Exec/Ops Feature 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 bulk editing capabilities in admin for Insights users.

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...
Ashley Scrimo about 1 year ago in User Experience 0 On Roadmap

Marketscape Admin > Bulk Action Items on Users Tab

This feature serves the purpose of sending welcome emails and facilitating password resets for multiple users concurrently. It essentially replicates the functionality of the "Resend Welcome Email" and "Reset Password" options found within individ...
Nica Yabut over 1 year ago in User Experience 0 On Roadmap

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