Customer
Articles for the Customer Grid and Customer Account Detail views
By ClientSuccess1 author33 articles
Customer Grid
Articles regarding the Customer Grid section
Bulk Editing Client Data
Exporting Global Client Grid Data
Navigating the Grid
Segmentation - Using a dynamic approach to viewing your book of business
SmartCS AI™
Customer Summary
Articles for the Summary app in the Customer detail view
Region Added to Customer Record and All Existing Reports
Summary Notes
Unable to save Client
Pulse
Articles for the customer Pulse app in the customer detail view
Defining the Pulse Scale
Client Pulse
Pulse - Create organization-wide consistency on the health of your customers
Your Pulse Plan
SuccessScore
Articles for the customer SuccessScore app in the customer detail view
SuccessScore - Better understand the behavior of your customers
Engagements
Articles for the Engagements app in the customer detail view
Domain Based Email Tracking
Email Integration FAQs
Engagements - Consolidate your emails and meeting notes to increase engagement visibility
Enhanced Engagement App Workflows
Saving Customer Engagements
Troubleshooting Missing Emails
Account Hierarchy
Articles for the Account Hierarchy app in the customer detail view
Account Hierarchy
Revenue
Articles for the Revenue app in the customer detail view
Contract and Revenue Management
Contract Relationship FAQs: Associating Renewals + Cotermed Expansion
Support Ticket View
Articles for the Support Ticket View app in the customer detail view
Desk
Visualizing Support Tickets in ClientSuccess
Usage
Articles for the Usage app in the customer detail view
How to ingest and view usage events in ClientSuccess
Scorecard
Articles for the Scorecard app in the customer detail view
Designing a Scorecard that Helps Drive Non-linear Goals
How to Configure Scorecard
Using Scorecard