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Contributor ⭐️
Aug 2, 2023 3:41 PM UTC
Question

Success Plans (SP) switching to new Partners (Customer Name field)

I wanted to find out if Success Plans (SP) can be configurable to switch to new Partners (Customer Name field):

Sometimes, partner will be changed midway or later in the implementation tracking.  Typically if this is a new SP, we would delete it and make a new one, but for mature SPs we do not want to lose all that recorded information. I am curious if there is a better way of managing this or could we configure the customer name field to be able to modify to a new partner?

3 replies

john_apple
Expert ⭐️
Aug 2, 2023 4:15 PM UTC

Are you trying to change which Company is associated to the Success Plan? That’s not possible from the UI. It might be possible via API. 

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Expert ⭐️
Aug 2, 2023 8:40 PM UTC

Are you trying to change which Company is associated to the Success Plan? That’s not possible from the UI. It might be possible via API. 

 

I know moving between relationships with API is not possible so I would imagine company is not possible.

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john_apple
Expert ⭐️
Aug 2, 2023 8:56 PM UTC

If the company records were merged, then the Success Plan would move to the new Company record but I doubt merging companies would be desired in most situations.

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