Refreshed Client Record Header

On April 17th, we released some changes to the client record header!

Here’s what was refreshed:

  • Client Custom Fields Moved to Header – Client custom fields were moved into the client record header, just under the client name.
  • Client Custom Fields Module Removed – Because of the above change, we removed the client custom fields module (previously located on each client record’s lower right-hand panel).
  • Stylistic Changes – We included some minor stylistic changes as part of this refreshed header. For example, client status and source system link (if applicable) are now be displayed next to the client name.

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Things to Note

  • Primary revenue metric is highlighted in the refreshed client header. All other revenue metrics (MRR, ARR, TSV, TCV, ACV) can be viewed in the Subscriptions App.
  • Client custom fields are be displayed in the header per the order they were created.
  • For now, re-ordering of client custom fields require a request (with order preference) to our Support.
  • Refreshed client record header can be expanded by clicking on the caret icon, located at the bottom of the header.
  • Client custom fields now require you to click “Edit Client Details” in order to make edits.
  • “Manage Client Details” available as a shortcut to Global Settings > Client Custom Fields (permission restricted).

We’re excited for this enhancement and encourage you to reach out to Support or your CSM with any questions!

Thanks,

The ClientSuccess Team

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