We’ve added an (optional) account summary app to the top of the individual client record page in ClientSuccess. You can add, format, and summarize key notes about an individual account.

Benefit to you

We’ve placed this at the top of the client record to help you and other key members quickly understand important insights or summaries about a customer.

Admins can choose to enable the new account summary app through Global settings > Apps & integrations > ClientSuccess Apps > Summary.

Summary App Notes on Client Preview Card

Our global search client preview cards also include the summary app notes.

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