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  1. ClientSuccess Help Center
  2. ClientSuccess Apps and Global Settings

ClientSuccess Apps and Global Settings

Functions of the client page and where they are configured (Global Settings)

Field Settings

  • Self-serve Custom Field Management
  • Reorder Client Custom Fields

Account Hierarchy

  • Account Hierarchy

Alerts

  • Alerts - Daily Digest vs. Real-time: Who receives what...
  • Global Alerts vs Personal Alerts

Automation

  • Automation Emails - Group by Customer, Placeholder Validation
  • Automation - Basics
  • Email Automation - Basics

Scorecard

  • How to Configure Scorecard
  • Scorecard Basics

Subscriptions

  • Contract and Revenue Management Overview
  • Revenue & Subscription Configuration
  • Forecasting
  • Terminating Subscriptions and Clients
  • Client Record - How To Delete
  • Calculating midterm subscription upsell
See all 8 articles

Summary

  • Summary Notes

Team / Users

  • ClientSuccess Seat (License) Limits

Usage

  • Usage Tracking - How to ingest and view usage events in ClientSuccess
  • Flat File Usage Tracking Instructions
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