Account Management

Account Details - Alerts
The Alerts page lists all the alerts and alert tasks that have been triggered for this account.  To read more about the uses or alerts and alert tasks, re...
Mon, 14 Oct, 2019 at 12:39 PM
Account Details - Communications
The Communications page is a centralized place for you to view, filter and search any account communications including emails, meeting, support tickets, and...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - NPS History
The NPS History tab contains the full history of NPS scores submitted by users of this account, including score submit date, user email as well as the comme...
Fri, 4 Oct, 2019 at 7:21 PM
Activity Rank
The activity rank of a user/account indicates how active a user/account is compared to all active users/accounts. In other words, it tells where this user o...
Mon, 14 Oct, 2019 at 12:39 PM
Account Hierarchy
In this article: Overview Setting up Accounts with Hierarchy How Data is Reported for Hierarchy Hierarchy Account Dimensions Average Child Health Scor...
Fri, 20 Dec, 2019 at 3:57 AM
Account Details - Health Score
The Health Score page gives you detailed information on how an account's health score is calculated and how much score it's getting from each comp...
Mon, 14 Oct, 2019 at 12:39 PM
Add Account Support Tickets
You can manually create customer support tickets directly within Natero to capture customer issues, feature requests, bug reports, feedbacks and other suppo...
Fri, 4 Oct, 2019 at 7:21 PM
Create Custom Account Views
Custom account views allow you to filter and view any segment of accounts with any account attributes you'd like to see in the main Accounts page. For ...
Fri, 4 Oct, 2019 at 7:21 PM
Account Details - Overview
The Overview page displays basic information about an account, including account ids, key account dates, main contacts, latest status, and any custom attrib...
Tue, 4 Feb, 2020 at 4:54 AM
Account Details - Modules and Features
The Modules and Features page delves into account engagement with fine-grain product usage data on a per account and per-user basis. Toggle between “Module ...
Fri, 4 Oct, 2019 at 7:21 PM