Planhat

Why can't I see any logged activities?

What the CSM Score is and how it can be used

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

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

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

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

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

How to merge Companies, and what happens to the data

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

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

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Track the progress of all tickets related to your company.

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