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Gainsight Employee ⭐️
September 27, 2021
New Idea

Add Custom Fields to Horizon Success Plan Filter

  • September 27, 2021
  • 6 replies
  • 110 views

The Success Plan Horizon Experience is great to have a list view and be able to filter.

 

It would be enhanced if we could add custom fields to the list view filter.

 

E.g. Instead of having Success Plan owner, I would like to be able to filter by Success Plan -> CTA Objective owner.

    6 replies

    sjoshi
    Contributor ⭐️⭐️
    September 27, 2021

    This would be a great feature addition as this would not restrict in filtering the Success Plans based on just the predefined fields

    Cornelia
    Contributor ⭐️⭐️⭐️⭐️⭐️
    September 28, 2021

    Hello @gschardan thank you for your post. Sending this across to our Product Manager to look into and get back to you on your suggestion/idea. 

    Anil Raj Pujari
    Helper ⭐️⭐️
    October 3, 2021

    Thank you for the feedback. I can understand the use case. More upvotes will help prioritise this feature in future roadmaps. 

    Contributor ⭐️⭐️
    September 7, 2022

    This would be a game-changer addition as we have custom ‘stage of implementation’ etc fields for SuccessPlans and those fields cannot natively be shown currently on the home-page.

    With this addition individuals could see where each customer implementation is at and managers could see (across customers) what stage customers are sitting in.

    katie_b
    Helper ⭐️
    September 26, 2022

    This is a must have for us. It doesn’t make sense why the Success Plan list view would function differently than CTAs.

    Katie Baker
    vanessa_r
    Contributor ⭐️
    September 28, 2022

    We also have customs fields on the success plans, having the ability to create a Home page custom view  to meet the users needs is critical for us. We are trying to involve different teams to use Gainsight to collaborate on SP and this feature will help with users adoption.