It would be very helpful if we could add config in Gainsight to restrict the Relationship lookup to show only the most recent instance when creating a Success Plan. Currently the dropdown surfaces all Relationship records (including lapsed instances), and there is no built-in filter to limit results by Renewal Date or any other field at creation time.
The current workaround is to add a renewal date field to the dropdown. This helps a little bit but doesn’t eliminate the element of human error. The issue here is, if the wrong contract record is selected, and a SP is created, this goes unnoticed (unless you have existing controls on this) until something is amiss on dashboards or in reports etc.