Contact Module, Reports, and Global Search Updates
ClientSuccess adds ARR/MRR toggles and chart exports to Pulse reports, contact custom fields and pagination, and a faster refreshed global search experience.
TL;DR
- ClientSuccess's Pulse reports gained an ARR/MRR toggle plus PDF and CSV chart export.
- The Contact module added pagination, support for multiple key contact badges, admin-defined contact custom fields, and click-to-edit on a contact name.
- Global search was rebuilt with a refreshed UI, new preview card layout, and improved speed and responsiveness.
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
Written by
ClientSuccess
Last updated
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