Planhat

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 can create a Task that repeats automatically in Planhat. Check this article out to learn how!

How to create and 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

Christian Dreyer

Niklas

Company management

Developer Hub

Dojo

Find answers and get help from Intercom Support and Community Experts

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Volume, requesters and topics for your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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