Using Account Grid

Account Grid enables you to view all accounts from the workspace, with a summary of any relevant information such as the CSM owner.

Your administrator can configure the fields that are displayed in Account Grid. For more information, see Account Field Sets.

Note:

You must have read permissions to the Account, Resource, and Account Customer Success Resource objects to use Account Grid. Contact your administrator.

Tip:

You can right-click a column header to display grouping and sorting actions.

Viewing Accounts

To refresh the data displayed in Account Grid, click .

Note:

Account Grid is read only.

Filter Sets

Filter sets enable you to save collections of applied filters, so that you can quickly apply them to Account Grid. You can create and edit your own filter sets, as well as apply any that you have sharing access to.

To create a filter set:

1. Click to open the Filters panel.
2. Select and apply your required filters.
3. Click | Save As. The New Filter Set window opens.
4. Enter a name for your filter set.
5. Select your sharing preference.
6. Click Save.

To update an existing filter set:

1. Click to open the Filters panel.
2. Select the filter set you want to update.
3. Make your required changes, and click Apply.
4. Click | Save.

Notes:

• If there are no saved filter sets to display, the Saved Filters field still displays but no filter sets are available for selection.
• If you do not have the appropriate permissions to create or edit filter sets, the button displays but no further options are available. Contact your administrator.
• If you do not have the appropriate permissions to the filter set object or any relevant fields, an information message displays. Contact your administrator.
• When you do not have the appropriate permissions to the Global field, only filter sets you have created display. Contact your administrator.

Filtering Accounts

Filters enable you to focus the accounts displayed in Account Grid so that only the accounts you want to view are displayed.

Tip:

You can select a filter set from the Saved Filters field and click Apply to quickly apply a set of filters in Account Grid.

To filter the data:

1. Click to show the Filters panel.
2. [Optional] Search for and select the accounts you want to filter by.
3. [Optional] Search for and select the CS Cloud resources you want to filter by.
4. [Optional] Select an industry you want to filter by.
5. Click Apply.
6. [Optional] To reset the selected filters to their default values, click Reset.
7. Click to hide the Filters panel.

Notes:

• If you click , the filters remain applied.
• Your last selected filter criteria displays when you access the component on the same computer, using the same browser.
• When no previous filters have been applied, the CS Cloud Resource field defaults to the current logged in user.
• If you don't have the appropriate permissions to the fields in the filter panel, you will not see the corresponding field. Contact your administrator.