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kevin.olayta
Contributor ⭐️⭐️⭐️
May 17, 2021

Ability to Sort Success Plan Type when creating Templates

  • May 17, 2021
  • 3 replies
  • 37 views

It would be good to have the ability to filter Success Plan type while creating Success Plan Templates or atleast show only the Active Success Plan Types. As of now we need to type in the ‘Search Templates’ bar to filter templates.

3 replies

sai_ram
Expert ⭐️⭐️
May 19, 2021

@kevin.olayta thank you for sharing your request here.

Anil Raj Pujari
Helper ⭐️⭐️
May 20, 2021

@kevin.olayta 

Admins might want to add templates to success plan type which is currently inactive but might be turned active in future. We have search to directly choose the success plan type. Will showing if the success plan type is active or inactive help solve your problem?

sai_ram
Expert ⭐️⭐️
June 17, 2021

@kevin.olayta did you get a chance to view the comments posted by @Anil Raj Pujari . Please leave your inputs.