See my screenshot below, but the basic information is this:
Issue: On CTAs that are being tracked over the long term (often these are Objectives in Success Plans, where success criteria are being fulfilled over time), additional groups of fields are added to the layout so the CSM can update the information during reviews with the customer, etc.
1) The Default Group of fields cannot be moved from the first position - and for this use case, those fields (Status, Category, etc.) are often updated very rarely - sometimes just once when closing the objective or other CTA.
2) There's no way for the user to collapse this group (or any additional field group), and then have it remain collapsed until reopened, so that the information further down, which is needed most often, has to be scrolled to get to.
3) When sliding open the CTA view of the layout, it doesn't take advantage of much of the available space - making the column of groups even longer vertically.
Idea/Request:
- Add a checkbox to each group header, including the default group, that the user can collapse that group of fields with. The section would remain closed until unchecked by the user on that CTA.
- Allow the CTA layout view to slide open further, and allow the Administrator create layouts with 2 columns - less vertical height.
Screenshot attached - thoughts?
