Planhat

Christian Dreyer

Niklas

Customer management

Why can't I see any logged activities?

What the CSM Score is and how it can be used

What is a CSM Score?

Learn how to view your child company data on the parent company profile

How to View Child Company Data on a Parent Company Profile

A short guide on how to manually add a company into Planhat

How Do I Manually Add a Company or End-User?

You're able to create a Task that repeats automatically in Planhat. Check this article out to learn how!

How to create & use recurring Tasks in Planhat

Why can't I save my Planned Activity?

You are able to upload documents to a customer profile page. The list of all the approved document formats below.

What types of files can I upload to Planhat?

How Planhat calculates the 9 week usage trend on the Company Profile

How is the 9 week usage trend calculated?

How to merge Companies, and what happens to the data

How to Merge Companies

What different Customer Statuses mean and how they are assigned/changed

Customer Status

In Planhat there are 2 ways to mark churn: on the Company level and on the License level. This article goes over the use cases for both

Difference between logging a Company and a License as churned

Company management

How to merge End Users

What is the Primary field on the End User model?

What a featured user is in Planhat and how to create a featured user

Featured End Users

Learn about "Deviations from Normal" Calculated Metrics and the End User Relevance Score

Planhat Machine Learning (ML) features

Removing and Archiving End Users

How to unarchive End Users

Why are some End Users not automatically being added to a Company?

When a Company does not have an external ID, it can cause some issues with user activity data. The fix is quick and simple!

Why do some active users have no activity data in Planhat?

End User management

Click here for app.planhat.com Help Center

Find answers and get help from Intercom Support and Community Experts

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