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

Also worth reading

New Pulse Change Over Time Report

We’re excited to announce the launch of our new Pulse Change Over Time Report! Similar to our recently released Pulse Reasons and Client Pulse Health Reports. The new Pulse Change Over Time Report allows you to visualize the trends of your Client Portfolio by specific data filters and specific date ranges (including a date picker). [...]

Burke Alder

Customer Success Strategist

New Current Pulse Reasons Report

We’re excited to announce the launch of our new Current Pulse Reasons Report. Similar to our recently released Client Pulse Health Report, this one comes with greater report flexibility and configurability so you can quickly answer important questions about your client health portfolio. Reports Tab > Current Pulse Reasons Go to Report Now Pulse Reasons [...]

Burke Alder

Customer Success Strategist

Enhanced ClientSuccess Net Promoter Score (NPS) Module

We’re excited to announce the enhanced ClientSuccess Net Promoter Score® (NPS) Module. The enhanced ClientSuccess NPS module comes with new graphs and filters to give you more insights around client NPS. Your customer success team now has their window into NPS trends, stats, and insights without the need to log into your NPS survey system. [...]

Burke Alder

Customer Success Strategist