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New Idea

Having the ability to backfill the Goal Type on existing customer goals

Related products:CS Success Plans & Customer Goals
  • November 7, 2025
  • 1 reply
  • 23 views

jeynreyn
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  • Contributor ⭐️⭐️⭐️⭐️

I recently learned that with the ability to create new Goal Types in the Customer Goals feature, that you cannot update the Goal Type on any existing customer goals. 

We have hundreds of goals created since the Customer Goals feature came about, so this means that these goals will need to remain in “Default” as their goal type.

It would make sense to have the ability to not only create new goal types, but also the ability to modify them/their name, and modify existing goals so that when you report on types, you don’t have to figure out what goal types to use.

Is this something we can expect in the near future?

1 reply

heather_hansen
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  • January 21, 2026

Same problem here.  Why would you make it impossible to edit the type on existing Goals in the Goals Library? That basically makes the feature unusable for those of us that have been using it for a while.