Using Account Grid

Account Grid enables you to view all accounts from the workspace, with a summary of any relevant information. When accessing Account Grid from a Customer Success segment record page, you can also use it to add accounts to a segment.

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.

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

You can click 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 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 to hide the Filters panel.

Notes:

• If you click , 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.

Add Accounts to a Segment

The Add Accounts button is only available on Account Grid when accessing the grid from a Customer Success segment record page.

Your administrator can configure the fields that are displayed in the Filters panel in the Add Accounts to Segment window accessed from Account Grid. For more information, see Account Field Sets.

Tip:

Easily switch between the accounts available for selection and the accounts you've selected using the Show Selected and Show All buttons.

To add accounts to a segment:

1. Go to Account Grid on the Customer Success segment record page that you want to add accounts to.
2. Click Add Accounts.
3. Select the accounts you want to allocate to the record or search for a resource using two or more characters that appear anywhere in the account's name. To filter the list of available resources, click , select the required filter criteria, and click Apply. To select all available accounts, select the checkbox in the heading line.
4. Click Add to Segment..

Notes:

• When no previous filters have been applied, the CS Cloud Resource field defaults to the current logged in user.
• When you click the checkbox in the heading line to select all accounts in the grid, every record is selected regardless of if it is visible and has loaded in the grid.
• You can add up to 10,000 accounts to a segment using the Add Accounts to Segment window. If more than 10,000 records are returned by your selected filter criteria, only the first 10,000 accounts display in the grid.
• If you don't have the appropriate permissions to the fields in the Filters panel, you will not see the corresponding field. Contact your administrator.