Planhat

Learn about Profiles in upgraded Planhat (ws.planhat.com), including Full-Page Profiles and Previews

An introduction to Profiles/Previews

Learn more about what Previews are, and how and why to customize them

Full-Page Profiles are perfect for viewing all key data for one specific customer at a time

Learn how to customize the layout of Company Full-Page Profiles to suit different types of Company or Planhat User (viewer)

You use Field Groups to organize and prioritize fields in Previews and Full-Page Profiles

How to determine which layout is used, via criteria (conditions) and positioning

How to create, manage and apply Custom Pages for Company Full-Page Profiles ("Object Profile Pages")

Full-Page Profiles, Previews, and Custom Profile Pages

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Track the progress of all tickets related to your company.

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