success plan mandatory fields

Related products:CS Success Plans & Customer Goals

Forum|Forum|7 years ago
March 25, 2019
34 replies
722 views

to have the posiblity to add mandatory fields to a suceess plan

faust_belarmino

Helper ⭐️⭐️

Hi Sapir - What's your use case for these mandatory fields? Where on the Success plan are you wanting the fields?

K

krispilsAuthor

Contributor ⭐️

Hey Faust

For exp in our SP we need to add the product name, but a lot of CSM forget to add it.

when creating reports, if that field is missing you can't do analysyst about it

aditya_marla

Helper ⭐️⭐️⭐️

Hi Sapir,

Where is this data entred ? In plan info layout or inside objectives ? Also should this be entered when the use is creating the plan?

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

I‘ve converted this post to an Idea for better tracking, and because I saw the same question/request being asked again.

Lila Krutel, Dir. Global Education Services

colettegoode

Contributor ⭐️⭐️⭐️

+1 to this.

We require our CSMs to complete a number of fields on the summary/details page of the Success Plan however as with the nature of the expecting CSMs to remember what fields they need to complete we need the ability to make them mandatory to ensure they are completed.

john_apple

Expert ⭐️

Mandatory fields would be helpful to ensure the plan info has all necessary data capture. Without a mandatory field, the plan can be closed and if the field needs to updated the plan has to be made active again which impacts the close date and any metrics/reporting related to time to completion (e.g. Onboarding Success Plan where we want to know the average time to completion)

aditya_marla

Helper ⭐️⭐️⭐️

Hi John,

Got it. Thanks a lot for sharing the idea and the use-case makes complete sense. I will keep you posted if we make any progress on these

gunjanm

Expert ⭐️

@jamieordway

Gunjan

K

KBRB

Contributor ⭐️

This is important to me too, especially as it’s not possible to edit fields once the Success Plan is closed without re-opening and altering the closed date. Not great for data integrity - especially as user errors are frequent