Skip to main content
faust_belarmino
Helper ⭐️⭐️
November 7, 2018

Success Plan View Should be Sticky

  • November 7, 2018
  • 4 replies
  • 67 views
There are times where there are more than one success plan for our customers. Right now, the view seems to default to the first success plan on the dropdown list. We'd LOVE it if the success plan view was STICKY. So if a CSM was working on Success Plan #2 and had to refresh their page or go back to the success plan the next day, it would show Success Plan #2 instead of going back to display Success Plan #1.

This would mean less clicks and less waiting to load the success plan, which we know means saving time and money! :)



    4 replies

    sai_ram
    Expert ⭐️⭐️
    December 13, 2018
    Hi Faust, valid ask, redirecting this to our product team.

     

    Do you like to see this per User level or Account level?

     

    faust_belarmino
    Helper ⭐️⭐️
    December 13, 2018
    User Level is best. There could be different CSM's working on the same account but different success plans. :)

    sai_ram
    Expert ⭐️⭐️
    December 19, 2018
    Hi Faust, Thanks for sharing!

    Just to confirm the statepreservation is for a user and Account.

    faust_belarmino
    Helper ⭐️⭐️
    December 19, 2018
    Correct!