Miscellaneous
Health Scores, notifications and more!
By Carly and 4 others5 authors61 articles
- Table preferences in upgraded Planhat
- Snippets
- Conditional Fields, Success Units and Calculated Metrics
- The Logs Explorer
- Date and Time in Planhat
- Switching Between Date and DateTime
- Understanding the Difference Between Tasks and Conversations
- Embedded videos in Tasks (including in Workflows), Issues, and more!
- Merging Data in Planhat
- System Field Glossary
- Planhat's rich text editor
- How to Recover Deleted Items in Planhat
- How to Export Data from Planhat to Excel
- How a Planhat staff member ("Super Admin") can impersonate you (a Planhat User)
- How you (a Planhat User) can impersonate another Planhat User
- HTML Tags in Planhat
- Not all End Users sent over API get added to Planhat
- How can I generate a host password for an API request?
- Where Can I Find My Tenant Token in Planhat?
- Duplicate Companies being created over the API
- Data Uniqueness and Keyables in Planhat
- How to set up Private Apps (Service Accounts) and API Access Tokens in Planhat
- Planhat OAuth Clients - overview
- Planhat OAuth Clients - technical deep-dive
- NPS overview
- In-app NPS survey
- Tips & tricks for your NPS surveys in Planhat
- Ways to use NPS throughout Planhat
- Uploading NPS Data to Planhat
- NPS survey isn’t sending because the sender hasn’t synced their emails with Planhat
- Will my NPS survey send if the Company has no Owner?
- End User exists in multiple Companies, does this affect my NPS Campaign?