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Customize Emailed Reports

  • 20 December 2019
  • 1 reply
  • 26 views

Userlevel 6

Regarding the emailed reports that gets sent to PX users, it would be fantastic to customize them.

 

A Customer Success use case would be for each CSM to receive a report of their respective accounts and usage information. This will help each CSM keep their accounts top of mind weekly/daily.

 

CC @mickey 


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Userlevel 6
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That was one of the first questions our CSM's asked when receiving the email digest. Would be a very interesting feature indeed.

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