FAQ
Frequently Asked Questions about Planhat
🕮 System Field Glossary
Planhat's rich text editor
⌨️ Keyboard Shortcuts
Command Box
Search Bars and Advanced Search
Slack Text Formats: Bold, Italic, Strikethrough + @Mention Users!
Using @Mentions
Switching Between Date and DateTime
Date and Time in Planhat
How to Recover Deleted Items in Planhat 🗑️
How to Export Data from Planhat to Excel
The Impersonate feature
Bulk Update Fields
HTML Tags in Planhat
What is a "process owner"?
Merging Data in Planhat
Embedded videos in Tasks (including in Workflows), Issues, and more!
AI in Planhat
Planhat AI: Conversation Summary and Writing Assistant
How to use Group Structures
What are the options to edit columns for filters in the data module?
How to use the “Before (Days Ago)” and "After (Days Ago)" Filter Options in Planhat
FAQ: How to use the "filter lock" feature
How to Bulk Assign Owners and Co-Owners to Multiple Companies
Creating Folders for Filters
Customer Status
What is a CSM Score?
How to View Child Company Data on a Parent Company Profile
How Do I Manually Add a Company and End-User?
How to create & use recurring tasks in Planhat
Custom Card Layout in Board View
Why can't I save my Planned Activity?
Why can't I see any logged activities?
Conversation Labels
What types of files can I upload to Planhat?
How is the 9 week usage trend calculated?
Tagging Companies & End Users
How to Merge Customer Profiles
Difference between logging an account & a license as churned
How to merge End-User profiles
What is the 'Primary' setting on the end user profile?
Featured End-Users
How to move a contact to another company
End User Relevance Score
Removing and Archiving End-Users
Why do some active users have no activity data in Planhat?
Why are some users not automatically being added to a company?
How to unarchive End-Users
Troubleshooting Email (Google or Outlook) Syncing
How to Schedule Emails
How to Send Emails From Planhat 📧
Bulk Emails and Signatures
Why are bulk emails not being sent?
How to Unarchive Emails in Planhat 📁
How to Replace Email Hyperlink With Text (MailTo:)
Why are different customer emails displaying in the same email thread?
Where do undelivered emails sent from Planhat end up?
If I delete an email in my inbox, will it stay in Planhat?
Does Planhat sync forwarded e-mails?
If I add a new End-User into Planhat will their historical emails sync automatically?
What SMTPs can Planhat connect with?
Personal Email Limits