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Miscellaneous
Written for app.planhat.com
đź•® System Field Glossary
Planhat's rich text editor
⌨️ Keyboard Shortcuts
Command Box
Search Bars and Advanced Search
Using @Mentions
How to Recover Deleted Items in Planhat 🗑️
How to Export Data from Planhat to Excel
The Impersonate feature
What is a "process owner"?
HTML Tags in Planhat
Merging Data in Planhat
Embedded videos in Tasks (including in Workflows), Issues, and more!
Planhat AI: Conversation Summary and Writing Assistant
AI in Planhat
Why does my name not display on a sales opportunity I've logged?
Understanding the Difference Between Tasks and Conversations
How to Create Link Tags
Date and Time in Planhat
Switching Between Date and DateTime
The Logs Explorer
Conditional Fields, Success Units and Calculated Metrics
Snippets
NPS Module Overview
Ways to Use NPS Throughout Planhat
In-app NPS Survey
Tips & Tricks for your NPS surveys in 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 account has no Owner?
End-User Exists in Multiple Accounts, does this affect my NPS Campaign?
Not all end-users (contacts) 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
Are my account metrics being duplicated?
Data Uniqueness and Keyables in Planhat
How to set up Service Accounts and API Access Tokens in Planhat
Using Documents and Pages in Customer Portals
Workflows in Customer Portals
Shared Dashboards in Customer Portals
Shared Goals in Customer Portals
Sharing Files in Customer Portals
Sharing Activities or Tasks in Customer Portals
Creating Notifications in Customer Portals
Share Customer portals with your customers from within your own application
Customer Portals - Overview