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chris_holt_il
Contributor ⭐️
August 13, 2019

Success plan default ordering in "More Plans"

  • August 13, 2019
  • 2 replies
  • 41 views
When you look at the list of ongoing success plans, it appears that the default order is dictated by creation date, meaning that plans still active that should have been closed—but haven’t been—would appear first before the actual current plan.



I would love to see an option to change how the plans are displayed, which one shows by default, etc.



      2 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      October 1, 2020

      Hi Chris,

      Thanks for sharing this. We are working on a success plan redesign and as a part of this when uses come to the SP section in 360 we will be showing a list of all the Success Plans that are active/closed for the account which the user can sort/filter on (and also a page to see a list of SPs across accounts). Would that help you? 

      Regrads

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        December 24, 2020

        @chris_holt_il did you get a chance to view the comments here?

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