Contact Module, Reports, and Global Search Updates

Burke Alder

Customer Success Strategist

We’re excited to announce a few updates to ClientSuccess. These enhancements will bring a few smiles to your face—our passion is to make you successful!

Current Pulse Health, Current Pulse Reasons, and Pulse Change Over Time Report Updates

  • You can now toggle between ARR and MRR.
  • Chart PDF and CSV export.

Contact Module Updates

  • Contacts module enhancement with new pagination.
  • Contacts module now supports multiple key contact badges.
  • Admins can now create contact custom fields in the global settings
  • You can now click on name to edit contact.

Global Search Updates

  • Refreshed search UI and preview card layout.
  • Enhanced global search performance with responsiveness and speed.

Thanks,

Burke Alder and the ClientSuccess Team

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