Skip to main content
andreammelde
Helper ⭐️⭐️
April 12, 2022
Open

Edit and Save Multiple Rich Text Fields on Success Plans, or Only be able to edit one at a time

Related products:CS Success Plans & Customer Goals
  • April 12, 2022
  • 11 replies
  • 304 views

Right now, a CSM can open all rich text fields on a Success Plan at one time, but when they go to save only the field that they hit save on will actually update and the rest of their entries will be cancelled.

 

This is very confusing and not intuitive. If you are able to edit multiple at the same time, should they all save? 

 

Either you should only be able to edit one at time or all open rich text fields should be able to save at the same time.

 

Expanding on previous post:

 

11 replies

davebrown2242
Helper ⭐️
November 17, 2023

THANK YOU, @mpatra !  This is great news.

DB