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heather_landgraf
heather_landgraf
Contributor ⭐️⭐️⭐️⭐️⭐️
March 19, 2019

change order of success plan type list?

  • March 19, 2019
  • 5 replies
  • 47 views
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
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 19, 2019
      @aditya_marla

      VP of Customer Success at Forcepoint
      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      March 20, 2019
      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 ?

      ksmith_apptio
      ksmith_apptio
      Contributor ⭐️
      March 21, 2019
      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.

        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        March 27, 2019
        Got it. Thanks a lot for shaing this

        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        April 11, 2019
        Switched to an Idea post.

        Lila Krutel, Dir. Global Education Services
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