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New Idea

Filter out if Success Plan or CTA was modified by a user versus system admin

Related products:CS Other FeaturesCS ReportsCS ScorecardsCS Success Plans & Customer GoalsCS DashboardsCS Product Requests
  • May 22, 2026
  • 0 replies
  • 6 views

priscilla.torres
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There are various rules that update our success plans and CTA’s everyday. Because of this, the last modified date is always the same for all of them and last modified by the system admin. I believe there’s a way to distinguish this on the scorecard, but not for Success Plans or CTA’s.

 

I’d love to be able to specify a specific modify by field and modified date that is an actual user versus the system admin. If there’s a way to do this and I’m missing it, would love to know, thanks!