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angela_domenichelli
angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
April 18, 2024
New Idea

Allow associate to Relationship/Company in Timeline for Success Plan Activities

Related products:CS Timeline & Activity Tracking
  • April 18, 2024
  • 2 replies
  • 76 views

We have a need to collaborate on Success Plans were multiple users are completing work and want visibility into the progress against CTAs and Timeline Activities.  Those Timeline Activities should be visible on multiple Relationships / Companies, but according to ticket 308212, if a Timeline activity is created on the Success Plan, it can only be associated to CTAs by design.  Please address this product gap.

    2 replies

    BeaWestberg
    Contributor ⭐️⭐️
    February 4, 2026

    We also have this issue. When our CSMs create a timeline activity, they want to associate to the Success Plan rather than the individual CTA. Can there be an update to the Associated Records to link to Success Plans directly when logging an activity?

    Chelsea.holfield
    Chelsea.holfield
    Contributor ⭐️⭐️⭐️⭐️
    February 11, 2026

    We have this same use case. They would like the ability to associate a success plan to multiple solutions on the account. 

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