System Administration

Data Administration: Delete Single Record in CustomerGauge
This feature allows you to delete a customer record by CG-ID from inside the CustomerGauge platform. You will be able to delete both a customer response or...
Wed, 13 Nov, 2019 at 1:26 PM
Data Administration: Delete File in CustomerGauge
This feature allows you to delete an uploaded file from inside the CustomerGauge platform. You will be able to delete file with all records attached to it ...
Wed, 13 Nov, 2019 at 1:23 PM
Data Administration: Update Required Contacts
About Required Contacts In order to use Reach, you need to know how many required contacts each of your accounts has. Automatically updating Required C...
Tue, 5 May, 2020 at 10:32 PM
System Settings: Managing the Close-the-Loop Experience
Introduction This feature allows you to configure how users in your CustomerGauge system experience closing the loop. How to access? You can set up th...
Tue, 5 May, 2020 at 10:34 PM
System Settings: Managing the Dashboard Tabs for your users
Dashboard Tabs allow you to quickly navigate to your most important Reports or to complete the reporting story needed on your daily activities. For more...
Tue, 5 May, 2020 at 10:37 PM
Data Administration: Delete Activities
This feature allows you to delete Activities from inside the CustomerGauge platform. You will be able to delete all Activities of a certain Classification, ...
Tue, 19 May, 2020 at 3:10 PM
Data Administration: Manage Activities
This feature allows you to Change the shade of the Activities dots and Merge classifications from inside the CustomerGauge platform. You will be able to cha...
Wed, 20 May, 2020 at 2:00 PM
System Settings: Surveys & Campaigns
Introduction This feature allows you to configure system-wide settings related to the sending of surveys & campaigns. Note: These are settings that...
Fri, 19 Jun, 2020 at 9:45 AM
System Administration: Field Settings
You can add your filters and group by by yourself. You can also change the field labels and restrict your filters. All from a single screen! Good to kno...
Mon, 8 Jun, 2020 at 2:35 PM
System Settings: Report Permissions
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...
Wed, 15 Jul, 2020 at 11:55 AM