Product

  • Total activity 524
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 362

Articles

Recent activity by Product Recent activity Votes
  • Current Mobile App Versions & Requirements

    This article contains the version numbers for the current releases of both the Android and iOS mobile applications. This article will be updated as new versions become available.   Android Curren...

  • Stark II Compliance

    Expenses in Marketscape CRM: The Marketscape CRM Expenses module allows reps to create expenses and ensure they are following federal regulations when bringing snacks or meals to providers.  the e...

  • Time Out Settings for Marketscape CRM Web and Mobile

    Overview Because Marketscape CRM contains confidential HIPAA protected information, it also includes a security setting whereby all users are logged out on a fixed period. The time period for that ...

  • Creating an Expense

    Expenses can be entered into Marketscape CRM to track expenditures either 1) by user or 2) by account. Creating an Expense on the Web Creating an Expense on a Mobile Device   Creating an Expense...

  • Resetting a User's Password

    To reset a user's password an account administrator will need to log in to Marketscape Admin and reset the password as part of editing the user's account. There is no way to reset a user's password...

  • Disabling a User

    To disable a user's account you will need to log in to Marketscape Admin.   Logging in to Marketscape Admin Summary There are three ways to get to Marketscape Admin Tools for the Marketscape pla...

  • Adding a New User

    To add a new user, you will need to log in to Marketscape Admin.   For complete details, see Creating and Editing Users.   Logging in to Marketscape Admin Summary There are three ways to get to ...

  • Editing an Event Series

    Overview Over time, the details of a recurring event may change. Users may want to update the business purpose, time, frequency, event type, account or contacts associated to an event. This article...

  • Creating Events on Web

    The Basics: Creating an Event in Marketscape CRM for web there are four ways to create an event.   From the Calendar page On the right side of the Calendar page there is a list of your contacts and...

  • The ACE Process

    Overview Marketscape CRM organizes content by using the following acronym: A.C.E. (Accounts, Contacts, Events). The A.C.E. process is a method of organization that ties these components together, u...