Skip to main content
New Idea

Success Plan export - support snapshot 2.0

Related products:None
nadeem
dshorter
benwanlessmenlo
dayn.johnson
manda.edmonds
+6
  • nadeem
    nadeem
  • dshorter
    dshorter
  • benwanlessmenlo
    benwanlessmenlo
  • dayn.johnson
    dayn.johnson
  • manda.edmonds
    manda.edmonds
  • Nishers
    Nishers
  • Ditte
    Ditte
  • jimmytango78
    jimmytango78
  • atwhite
    atwhite
  • JeniA
    JeniA
  • Giso
    Giso
darkknight

This was cited as a comment on https://community.gainsight.com/cs-ideas-21/success-plan-snapshot-2-0-export-capabilities-31593.  Figured it warranted it’s own post.

With end users heavily using Success Plans built on Success Snapshot 2.0 it would be great if the Success Plan Export Configuration would support 2.0.  

We have dashboard reports linking to SPs, which end users will use to pull up specific SPs.  Except if they want to export, they have to go the extra step to navigate to C360 in order to export a Success Snapshot because the native export function doesn’t support 2.0, producing a frustrating end user experience.

 

 

 

 

Jeff Kirkpatrick

darkknight
Forum|alt.badge.img+4
  • darkknight
  • Expert ⭐️
  • March 25, 2020

@dan_ahrens Can you please have someone look into this?  It’s highly confusing to end users for customers on SP 2.0. 

Jeff Kirkpatrick
sai_ram
jess_foster
cliff_pape
3 people like this
  • sai_ram
    sai_ram
  • jess_foster
    jess_foster
  • cliff_pape
    cliff_pape
sai_ram
Forum|alt.badge.img+1
  • sai_ram
  • Expert ⭐️⭐️
  • March 31, 2020

@darkknight I have redirected this to our product team.

jess_foster
cliff_pape
2 people like this
  • jess_foster
    jess_foster
  • cliff_pape
    cliff_pape
kelly
Forum|alt.badge.img+3
  • kelly
  • Helper ⭐️⭐️⭐️
  • May 8, 2020

Agreed

darkknight
jess_foster
cliff_pape
3 people like this
  • darkknight
    darkknight
  • jess_foster
    jess_foster
  • cliff_pape
    cliff_pape
jess_foster

I have to agree with darkknight - not only is this very confusing from an end-user perspective but the issue popup is misleading - the message reads as if the admin hasn’t set something up correctly on the back end.

If something can’t be done to fix the PPT export from this page, can either the popup message be changed so it doesn’t appear the admin hasn’t set something up OR can you remove the option entirely so that only the live share link appears as an option?

sai_ram
1 person likes this
  • sai_ram
    sai_ram
rahul_prayakarao
Forum|alt.badge.img+1

@darkknight Thanks for bringing this to our notice. We have added this to our product roadmap. I will update here once we consider this for a particular release.

aditya_marla
sai_ram
2 people like this
  • aditya_marla
    aditya_marla
  • sai_ram
    sai_ram


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings