Planhat

Everything you need to know about system fields

🕮 System Field Glossary

Write notes, plans, presentation and documentation across the app

Access a powerful multitasking command box via the search function

Everything you need to know about the Planhat's search bars

Collaborate with your team members and alert them of what's happening with customers, or if you need help

Find out how to recover your deleted items in Planhat using the Trash Bin

Learn how to export your data from Planhat to Excel

What the "Impersonate User" feature is and what it is used for

Bulk update fields in the data module by marking the records and pressing the ellipsis

Supported HTML tags in Planhat and where you can use them.

How to assign a specific process to a User without changing the owner of the account

If you have duplicate data in Planhat, you can use some of our tools to merge those records

Share user training in Workflow steps in Portals, ramp up team members quicker, and add extra information to Issues

How to use Planhat's AI features - Conversation Summary and Writing Assistant

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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