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  1. Marketscape CRM
  2. Product Feature Guides
  3. System Administration

System Administration

  • Understanding the PM ADMIN
  • Settings Overview
  • Resetting a User's Password
  • Adding a New User
  • Disabling a User
  • Defining User Roles
  • Role Management
  • Role Management and Configuration
  • Inherent Role Permissions
  • Creating a New Field using Custom Objects
  • Adding New Insurance Types
  • Adding a New Non-Admit Reason
  • Editing Existing Custom Objects
  • Business Line Configuration
  • Reassigning Inactive User Territories
  • Automating Contact Ratings in Marketscape CRM
  • Strict Referral Visibility Setting
  • Enabling a Disabled User
  • Transfer Accounts/Contacts Without an Available License
  • Adjusting Time Out Settings for Web and Mobile
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