System Administration

Admin Tools Transition for CRM Account Admins - July 2024

Overview On July 24th, 2024, some user account tasks and settings managed by Marketscape CRM account administrators w...
See more
Understanding the PM ADMIN

Depending on your access or role permissions within Marketscape CRM, you may encounter a user type called "Administra...
See more
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 a...
See more
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 Use...
See more
Disabling a User

To disable a user's account you will need to log in to Marketscape Admin. Logging in to Marketscape Admin Summary ...
See more
Role Management

Overview Each user in Marketscape CRM has an assigned role that determines which pages, data, and tools they have acc...
See more
Custom Objects

Overview Marketscape CRM can be customized by adding new fields to records, editing existing fields and, in some case...
See more
Adding New Insurance Types

This article will walk through how to add additional insurance types to Marketscape CRM to provide more robust option...
See more
Adding a New Non-Admit Reason

This article will walk through how to add additional non-admit reasons to Marketscape CRM to provide more robust opti...
See more
Business Line Configuration

Overview Setting up business lines is a critical task in the configuration process in Marketscape CRM. With business ...
See more
Reassigning Inactive User Territories

As an admin, you may occasionally need to disable a marketer before their replacement is hired or has completed their...
See more
Sales Territory Configuration

Overview Sales territories play a key role for customers who have Marketscape CRM with EHR Connect and customers who ...
See more
Automating Contact Ratings in Marketscape CRM

Rating contacts is the best way to determine if sales reps are interacting with the most influential individuals asso...
See more
Transfer Accounts/Contacts Without an Available License

Overview Most Administrators may be familiar with the processes of adding and disabling users in Marketscape CRM. How...
See more
Time Out Settings for Marketscape CRM Web and Mobile

OverviewBecause Marketscape CRM contains confidential HIPAA protected information, it also includes a security settin...
See more