BETA: Customer Board

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This feature is currently available for invited participants in our private beta.

The Customer Board is your go-to collaborative space for customer context, helping you and your customer-facing teammates make better product decisions.

The customer board will help anyone get up to speed before a customer call or quarterly business review (QBR), provide an overview of product wins given from the customer's suggestions and show the customer's outstanding requests and their product status.

In this article:

Changing the Customer Board to a Company or User table view

You can switch between company and user context to see the relevant Company or User table view, in the top navigation bar.

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Filtering the Company or User table

You can filter the Customer board to see the related customer context by clicking the Filter (Filter-1.svg) button.

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How to view Company or User details

To view company details you can click on a Company you are interested in and see the Details tab. Here you can write a description and see the Custom Fields you have associated with the company.

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How to see a record of any customer's notes

On the company table:

  • Click on the company you are interested in under NAME
  • when the side panel is open, click on the NOTES tab.

On the user table:

  • Click on the user you are interested in under NAME.
  • when the side panel is open, click on the NOTES tab.

How to see relevant features and statuses for a customer

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On the Company table:

  • Click on the company you are interested in under NAME.
  • When the side panel is open, click on the FEATURES tab.

On the User table:

  • Click on the user you are interested in under NAME.
  • When the side panel is open, click on the FEATURES tab.

How to add a new note for a customer

On the company table:

  • Click on the company you want to add notes to.
  • when the side panel is open, click on the NOTES tab.
    Screen_Shot_2022-06-14_at_3.11.07_PM.png
  • Scroll down to Add new note
    Screen_Shot_2022-06-14_at_3.51.54_PM.png
  • Select the user and company the note should be associated with and click Add note.
    Screen_Shot_2022-06-14_at_3.43.29_PM.png

What are the limitations of the Beta?

  • You currently can’t save or share a view based on filtering and grouping.
  • You can only select existing customers to create new notes and cannot create new users directly from the Customer Board.
  • Relevant features are only grouped by status, not importance, timeframe, or release.
  • Company custom fields cannot yet be edited or toggled on and off.
  • We do not have user custom fields.
  • We do not have a Segment tab.
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