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Mariya.Ang
Contributor ⭐️⭐️
June 10, 2024
New Idea

Option to reorder or remove built-in Tabs in the Success Plans (Plan Info, Objectives etc.)

Related products:CS Success Plans & Customer Goals
  • June 10, 2024
  • 1 reply
  • 31 views

Hi Team,

We are utilising Success Plans (SP) feature and sharing actions with our customers. In order for them to be more self-sufficient we are asking them to Complete Objectives in the Plans themselves, for example scheduled Skilljar trainings etc. However in the current SP UI the “Plan Info” is the landing Tab for a Success Plan and “Objectives” Tab comes in second place. Would be great if possible to move the Objectives Tab in first place as a landing page where customers can directly work on Objectives shared with them.

    1 reply

    kstim
    kstim
    Helper ⭐️⭐️
    June 12, 2024

    Love this idea! In general I think it would be nice to have Success Plans be just a tad bit more customizable. I’d love if admins had the ability to add and re-arrange custom fields in the Overview section under the Plan Info tab. Not super pressing since the section to the right is fully customizable, but sometimes a custom field fits better under the Overview section along with the other top level metrics that are already there instead of making its own section in the customizable window to the right.

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