Contact Module, Reports, and Global Search Updates
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.
Burke Alder and the ClientSuccess Team