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 Refresh.

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.

For information about creating filter sets from Account Grid, see Creating Filter Sets.

You can click Settings to manage your own filter sets, and any you have sharing access to. This enables you to edit, delete, and set and remove filter sets as the default one applied. For more information about managing filter sets from Account Grid, see Managing Filter Sets.

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 to quickly apply a set of filters.

To filter the data:

  1. Click Filters to show the Filters panel.
  2. [Optional] Select a saved filter set, then click Apply.
  3. [Optional] Search for and select the accounts you want to filter by.
  4. [Optional] Search for and select the CS Cloud resources you want to filter by.
  5. [Optional] Search for and select the customer success segments you want to filter by.
  6. [Optional] Search for and select the resource pools you want to filter by.
  7. [Optional] Select an industry you want to filter by.
  8. Click Apply.
  9. [Optional] To reset the selected filters to their default values, click Reset.
  10. Click Filters to hide the Filters panel.
Notes:

  • If you click Refresh, the filters remain applied.
  • When no filter set is selected as the default, 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.
  • When filtering by customer success segment, only accounts with active account segment records display.
  • 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.