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heather_landgraf
Contributor ⭐️⭐️⭐️⭐️⭐️
Mar 19, 2019 3:28 PM UTC

change order of success plan type list?

I searched but could not find anything...think I know the answer is NO but thought I would check anyway. Is there a way to change the order of the Success Plan Type list? For instance we just created a new type that we want most people to use, but it falls to the bottom of the list because it was created last. We should be able to drag and drop the order of that list.

    5 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    Mar 19, 2019 7:50 PM UTC
    @aditya_marla

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    VP of Customer Success at Forcepoint
    aditya_marla
    Helper ⭐️⭐️⭐️
    Mar 20, 2019 8:54 AM UTC
    Hi Heather,

    Its not possible to reorder the way in which SP Types are shown when creating a success plan. Do you have a lot of success plan types ?

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    ksmith_apptio
    Contributor ⭐️
    Mar 21, 2019 3:14 PM UTC
    This would be very useful so we can put the plans used the most at the top instead of the user having to scroll to the bottom for anything new we have added for their use.

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    aditya_marla
    Helper ⭐️⭐️⭐️
    Mar 27, 2019 5:14 AM UTC
    Got it. Thanks a lot for shaing this

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    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Apr 11, 2019 6:30 PM UTC
    Switched to an Idea post.

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    Lila Krutel, Dir. Global Education Services