Overview
The settings on this page are all system settings, which means that they are global and impact all users. Read the details below:
If you have already looked at the Settings Overview article, the content in this article is identical. So, you get a nice review.
Agency Work Year Definition
If your company uses a different organization year than the calendar year, you can set the start date for your year by using the drop down lists.
Make the desired change to the date and click the "Save Work Year" button.
Default Event Type
This setting defines which type of event will appear by default when a user creates an event. The image to the right shows the options. Click the "Save Default Event Type" button when you are done. |
Account NPIs -
This is one of the most important global settings on the page.
However, the name and explanation text are kinda vague. In Marketscape CRM, we consider "accounts" to be the locations where your reps will make calls. And the sentence that tells you to "list NPIs" doesn't identify what "this account" refers to. So, let's keep it simple.
- This setting is about your organization's NPIs - not your account's NPIs.
- You need to enter every NPI in your organization - separated by commas.
- These NPIs are used to make your agencies' metrics stand out, especially in Sales Spotlight.
If you have a database or spreadsheet that contains all of your company NPIs, you can export the NPI list as a comma delimited file, then copy and paste all NPIs into this field.
Default Landing page
This setting allows you to select which page of Marketscape CRM will open for your users when they log in. For the most part, the landing page should be the one that provides the information that is most helpful to support your company's workflows.
The image below shows you the list of pages from which you can choose.
Referral Visibility Settings
The referrals available for a user to see on the Referrals page of Marketscape CRM are determined by the permissions set in the user's role. Setting those roles is discussed in the Role Management and Configuration article. When a user is set to "Self Only" the data available to see in Views on the Referrals page are limited to referrals assigned to the user. However, the referral information shown on an Account or Contact detail page is not restricted.
If your agency would like to ensure that a marketer is restricted to only view the referrals and patient information for those referrals they own across all Accounts and Contacts, you can enable Strict Referral Visibility. Strict Referral Visibility is an additional layer of security that limits the information shown on the Contact and Account detail pages.
Next Step
Success! - If you have reached this point, you are ready to move on to Step 5 - Customizations.
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