Region Added to Customer Record and All Existing Reports

We're excited to share that Region has been added to the base level of the Customer Record in the ClientSuccess Platform, and is now available on all existing reports where applicable.  

1. Region Added To the Customer Record as a single selection pick-list field so it can be used in creating the Region filter for the reports.

Region can now be populated and used within the ClientSuccess platform to find even more granular data and insights.

2. Region has now been added as a Filter to the Existing Reports.  To leverage the filter (after populating the data) please select a region(s) in the drop-down filter in the reports.

Note: One or more Regions can be selected to filter down to the exact geolocation data you are looking for.

3. New Region Configuration Page in Global Settings - Since Region can be used as a filter with all of the existing reports (where applicable), it requires the ClientSuccess Admin to setup the regions properly in the new Region Configuration Page in Global Settings.

The Regions Global Settings page will allow the admin to create new Regions, rename existing Regions, or delete regions that are no longer being used.  In the example below, I have clicked on Asia-Pac to edit the region label.

Note:  By Default, Region will display in the report filter drop-down in alphabetical order.

Region Added to the Customer Grid - Users are able to select a Region and add it to the Customer Grid for further analysis.

Region in the Client API

Region has been added to the Public API and is documented in the Client API documentation.

Region in CRM Integration Mappings

Region is now available for sync in the CRM Integration Mappings.  The CRM integration mappings can be easily configured to sync Region into ClientSuccess for automatic updates.

Choose Region "String" as the field in ClientSuccess that you could like to synchronize in from the CRM.  (Region specific mapping has not been selected in the Salesforce CRM mapping above.)

Note:  Region fields must be created in ClientSuccess Global Settings under Region as mentioned above prior to enabling the CRM integration sync.

Data Import for Region

Region is now a field you can import using our Data Import tool. It is displayed in the ‘client field legend’ and in the import template. Just add a new column called ‘region’ on the CSV file and Region will import properly with the rest of the data specified in the template.

For any other questions on Region, please contact your CSM or our Support Team.