Would like to be able to use Mass Edit to delete Objectives that are in Draft. We’ve had a number of test Success Plans created and it would be convenient to delete these in mass.
Also - we should have a way to refresh the Mass Edit results without having to remove/add show fields - much like there is a refresh button in Report Builder.
Hello Everyone!
Happy to announce that your request has been considered partiallyand included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk. However, Admins can only reassign the ownership of a Success Plan to others, and not the individual Objectives and Tasks within it.
You can find the relevant information in our article.
This feature is implementedonly in the NXT version.
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