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User Experience

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create a chart/presentation from any table in Marketscape Insights

customers want to create charts/graphs from any/all tables in Insights as a visual way of presenting the data
Mary Nichols 4 days ago in User Experience 0

Options to clear out saved My Default Location.

Would like to have an option to clear saved Default location in the Filter section in Explore
Guest 4 days ago in User Experience 0

Have Saved Views available for entire organization

This would be useful to predefine a particular market and filter criteria, and have all users be looking at the same list
Guest 5 days ago in User Experience 0

Add N/A option to the manager filter and make "N/A" the default for any managed users who have a disabled manager

Today if a manager is disabled in the system, nothing at all happens to the users they manage. These users will still show as being managed by the disabled user. It would be helpful if any managed users of a disabled manager automatically defaulte...
Ashley Scrimo 18 days ago in User Experience 0

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 about 2 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 2 months ago in User Experience 0

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 2 months ago in User Experience 0

Live Chat Availability for Marketscape Insights

Currently, Support Live Chat is available in Marketscape CRM. As we move towards integrating Insights and CRM into a single login, many of our admins are working across multiple tabs to access both applications. To enhance efficiency, convenience,...
Nica Yabut 2 months ago in User Experience 0

Allow User To Request Access From Trella Admin

Problem: when the user hits the :You do not have access to this..." page they have to reach out to their Admin about each provider they need access to. They may forget which providers they need access to and the interaction has to take place off-a...
Max Rothman 3 months ago in User Experience 0

Weekday reoccurrence for CRM calendar

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"
Jessi Owens 4 months ago in User Experience 0