It's now possible to edit the
Customer Since
attribute on organization profiles if you're on our Growth, Premium or Enterprise plan.
Using the
Edit
button, you can change the status of an organization and identify them as a customer, as well as add the date that change took place and provide a link to their associated profile in your CRM tool.
Through doing this you are then able to use the
Organization Status
attribute in the filters for Workflows, on the member table and when drilling down on activities.Additionally, the presence of the Customer Since date on the organization profile allows you to better understand what community activities any members associated with that organization performed or participated in leading up to that milestone.
For more information, check out the Orbit documentation.