Track special customer information

There are many reasons you might need to track specific customer information as it pertains to launching new releases and features for your product. As an example, you may wish to track customer training plans:

custom table would enable exactly this type of detailed tracking for special customers. Here we provide one example of customer information you may track, to demonstrate the flexibility of custom tables.

Custom tables, available to Enterprise+ customers, further extend our custom field capability so that you can truly design the way you manage important information. With custom tables, you enhance full records with as much supporting detail as you wish, and associate the whole record to your Aha! roadmaps with a single link.

Custom tables for customer training

Often when shipping a new release, customer training is necessary across your customer base to educate them on the new functionality that is being delivered to the market. Launching a new release of features is an example of when a custom table would be a viable solution to manage details related to that training.

For those in the organization responsible for training, there are multiple details that would need to be maintained to facilitate that training:

  • Main customer contact details
  • Scope of new functionality to be taught
  • Date of the training
  • Number of students and class size
  • Trainer assigned

When a new customer experience is delivered in a release, the associated details for training would be readily available, so that it would be easily managed. The team would also be able to share the training plan with the stakeholders through the roadmap and track its progression through reporting.

Create your customer training table

When creating your custom table for customer training, be sure to include the training data you would like to manage by creating them as separate fields. These fields will then become the column headers in your table.

The customer training table records will be associated with a product or product line. They can be viewed and edited from a given product or product line under Product-> Custom tables. Add the customers that require training to the table, one at a time, making sure to click Save after each one.

Once you have finished adding in all of your specific customer training information, your table will look similar to below:

Link customer training to your releases

To detail training for a particular release, create a custom field to specify which customers need training under Settings -> Account -> Custom fields and create a release-level custom field. Choose Many-to-many-relationship as the custom field type and then be sure to select your newly created "Customer Training" table as your custom table.

The new custom field, "Training", is now available in each release when opening up the detail drawer for a Release. Simply click in the "Training" area and select all customers that require training. 

What makes the custom table especially powerful is that by clicking on the customer name tag, you can open up a detail drawer allowing you to instantly drill down to view all the key training information associated with that customer.

Communicating and reporting on the Training Plan

Monitor and review the status of training with all involved stakeholders through a timeline report under Reports -> Timeline -> Example Timelines -> Releases by Product.

To review the specific training details, add that data under Select Data -> Add Columns -> Release -> Customer Training.

Customize the display of the training timeline view by dragging the training details from the left of the screen into the cells category. Visualize releases by trainer through custom color codes by clicking the green gear icon on the top right. 

Visualize releases by trainer using custom color codes by clicking the green gear icon on the top right. 

You can now save your timeline and share it with others by adding it to a notebook.

Tailor it for your company

This custom table example is a simple one to demonstrate the flexibility of custom tables. How you track customers at your company may require additional data and leverage different styles of reports. Custom tables can be used to track any data you choose. If you would like to discuss how to tailor this use case for your company's needs, contact the Aha! Customer Success team for guidance.

 

 

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