System Admin
This feature allows Global Admin users to Merge Accounts, or add Account Aliases from inside the CustomerGauge platform. The How to Guide: Step 1: V...
Wed, 30 Oct, 2024 at 2:05 PM
Introduction This feature lets Global Admin users upload a CSV file to bulk-update Account References – and Account Display Names (optional) directly in...
Wed, 4 Dec, 2024 at 4:59 PM
Introduction This page allows you to do three things: Delete individual survey records Delete multiple survey records in bulk Edit segment data of...
Wed, 14 May, 2025 at 12:52 PM
The Tags feature provides an overview of the tags added to survey responses manually by your users. You can find this feature navigating to Settings > S...
Tue, 9 Aug, 2022 at 1:17 PM
This feature allows the merge of Additional Score and Single or Multiple Choice questions from different surveys into a single question. Good to know...
Tue, 13 Feb, 2024 at 4:54 PM
Favorites allow you to quickly navigate to your most important Reports or to complete the reporting story needed on your daily activities. For more info...
Mon, 24 Mar, 2025 at 7:09 PM
TABLE OF CONTENTS Introduction How to access? Partially Completed Surveys Consider partially completed surveys as responses Considerations Regard...
Wed, 30 Apr, 2025 at 4:46 PM
TABLE OF CONTENTS Introduction Good to Know Objects & Fields Field Types Account Object Contact Object Survey Record Object Using the Field S...
Fri, 8 Nov, 2024 at 1:52 PM
TABLE OF CONTENTS Background Good to Know How to configure the filters Background This page allows you to control which fields can be used as filt...
Thu, 13 Mar, 2025 at 4:16 PM
Report Permissions allow you to manage which roles can create Personal Dashboards and also to enable user roles to create their own reports. For more in...
Tue, 5 Nov, 2024 at 10:24 PM