Skip to Main Content
Marketscape Insights Idea Center
Categories User Experience
Created by Michelle mmalone@trellahealth.com
Created on Aug 2, 2024

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

  1. Ability to see CRM Roles with an added Column & Filter

  2. Ability to see the last activity date for CRM

  3. Ability to see which users are in CRM "demo" status

    1. With an added column and filter to see a list of users not being counted toward the license count

    2. Ability to control demo status from common admin (change from a demo user to a paid user)

    3. Ability to bulk disable old demo users.

  4. Ability to export ALL columns, including expanded columns (i.e., Product, LOB Markets, First Login, Last Modified by, etc.)

  • Attach files