System Admin

Data Administration: Manage Accounts
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...
Tue, 2 Jan, 2024 at 1:34 PM
Data Administration: Delete File
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 (...
Tue, 11 Apr, 2023 at 10:53 AM
Data Administration: Manage Survey Records
Introduction This page allows you to do three things: Delete individual survey records Delete multiple survey records in bulk Edit segment data of...
Wed, 4 Jan, 2023 at 10:03 AM
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...
Wed, 21 Jul, 2021 at 9:08 AM
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, ...
Wed, 21 Jul, 2021 at 9:10 AM
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, 21 Jul, 2021 at 9:11 AM
Data Administration: Manage Tags
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
Data Administration: Survey Questions
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
Data Administration: Manage Touchpoints
The Touchpoints feature provides an overview of the Touchpoints in your system. You can find this feature navigating to Settings > Data Admin > Touc...
Wed, 2 Nov, 2022 at 10:32 AM
System Settings: Managing the Favorites for your users
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...
Wed, 21 Jul, 2021 at 9:14 AM