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Contributor ⭐️
March 25, 2019
Open

success plan mandatory fields

Related products:CS Success Plans & Customer Goals
  • March 25, 2019
  • 34 replies
  • 722 views
to have the posiblity to add mandatory fields to a suceess plan

    34 replies

    narayanan_s
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 26, 2021

    @Anil Raj Pujari @aditya_marla , Please progress update if any. Thanks!

    Narayan
    Gainsight Employee ⭐️
    January 3, 2022

    @Anil Raj Pujari One of the customers is looking for the update on this. Can you please provide an update on this. 

    Thank you.

    Contributor ⭐️
    January 11, 2022

    This would be a great feature in the use case where the SP fields are being used to generate reports. It would make the CSMs put the data in correctly and reduce the chasing to ensure the correct fields are completed. 

    Contributor ⭐️
    January 11, 2022

    It’s easy to bypass fields mistakenly - mandatory fields would really help ensure data is accurate! 

    Contributor ⭐️⭐️
    January 11, 2022

    This potential feature is becoming increasingly important for our organization. We have many team members creating SPs and forgetfulness to completely fill in all necessary fields is bound to happen. I’d rather have team members spend more time filling in the appropriate information at the first pass than trying to back fill missed information when pulling reports. 

    Contributor ⭐️⭐️
    January 11, 2022

    Mandatory fields in Success Plans would be a game changer. 

    anirbandutta
    Expert ⭐️
    January 12, 2022

    @Anil Raj Pujari , let’s share the latest on this Idea pl.

    It's an opportunity for engagement
    mary_taylor
    Contributor ⭐️⭐️⭐️⭐️
    February 10, 2022

    Hi, what’s the status of this request?  Or organization requires it too.  Thanks

    Contributor ⭐️⭐️⭐️
    September 29, 2022

    Is there any update on this? Our team would greatly benefit as well!

    saltamash
    Helper ⭐️⭐️
    June 27, 2023

    We are in process of rolling out success plans internally to our teams would greatly benefit from this. With this feature in place, we can be sure that we aren’t missing out any details while success planning.