ClientSuccess Apps and 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