Account Grid Overview

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 or product record page, you can also use it to add accounts.

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

Notes:

• You must have read permissions to the Account, Resource, and Account Customer Success Resource objects to use Account Grid. Contact your administrator.
• You must have read, edit, and delete permissions to the Account Customer Success Segment object to add and remove accounts to and from segments in Account Grid from a customer success segment record page. Contact your administrator.
• You must have read permission to Product2 in addition to edit, and delete permissions to the Account Product object to add and remove accounts to and from products in Account Grid from a product record page. 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.

Filtering Accounts

Filters enable you to focus the accounts displayed in Account Grid so that only the accounts you want to view are displayed. For more information, see Filtering Accounts in Account Grid

Tip:

You can select a filter set from the Saved Filters field to quickly apply a set of filters. For more information, see Filter Sets Overview.

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 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.

Remove Accounts from a Segment

The button is available on Account Grid when accessing the grid from a customer success segment record page.

Tip:

To include an account in a segment for one day, we recommend that you set the end date on the account customer success segment rather than removing it from the segment in Account Grid.

To remove accounts from a segment:

1. Go to Account Grid on the customer success segment record page that you want to remove accounts from.
2. Select the checkbox next to each account you want to remove from the segment.
3. Click .
4. Click Remove.

Notes:

• 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.
• When you remove accounts from a segment, the end date of the account customer success segment record is set to yesterday's date. If the record has its start date set to today's date, then it is deleted. This ensures that removed accounts do not display in Account Grid.
• Clicking does not delete the account, it only removes it from the segment.
• If you don't have the appropriate permissions, the button does not display. Contact your administrator.

Add Accounts to a Product

The Account Grid might be available on product record pages depending if your administrator has added it.

The Add Accounts button is available on Account Grid when accessing the grid from a product page record page.

Your administrator can configure the fields that are displayed in the Filters panel in the Add Accounts to Product 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 product:

1. Go to Account Grid on the product record page that you want to add accounts to.
2. Click Add Accounts.
3. Select the accounts you want to add to the product. To filter the list of available accounts, 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 Product.

Notes:

• 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.
• 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.

Remove Accounts from a Product

The Account Grid might be available on product record pages depending if your administrator has added it.

The button is available on Account Grid when accessing the grid from a product record page.

To remove accounts from a product:

1. Go to Account Grid on the product record page that you want to remove accounts from.
2. Select the checkbox next to each account you want to remove from the segment.
3. Click .
4. Click Remove.

Notes:

• 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.
• Clicking does not delete the account, it only removes it from the product.
• If you don't have the appropriate permissions, the button does not display. Contact your administrator.