ClientSuccess

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.

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 <a href="https://app.clientsuccess.com/cs/settings/integrations" rel="nofollow noopener noreferrer" target="_blank">Global settings</a><a href="https://app.clientsuccess.com/cs/settings/integrations" rel="nofollow noopener noreferrer" target="_blank">&gt; Apps &amp; integrations</a> &gt; ClientSuccess Apps &gt; Summary.

<b>Summary App Notes on Client Preview Card</b>

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

Learn how to enable the Summary Notes app to add formatted key account notes at the top of the client record and in global search preview cards.

Summary Notes

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