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andreammelde
Helper ⭐️⭐️
May 3, 2021
Open

Success Plans Modify Date updated when CTA or Timeline associated is updated

Related products:CS Success Plans & Customer Goals
  • May 3, 2021
  • 22 replies
  • 345 views

It would be great for the modified date on the Success Plan to be based on max date of a timeline entry or CTA modification.

 

We are trying to encourage CSMs to update the CTAs and Timeline entries to help us track how often they are interacting with the plan. Right now, the modify date only updates when you close the plan, which is not a true reflection of how often a CSM is interacting with the plan.

22 replies

darkknight
Expert ⭐️
July 24, 2023

Would really love to get an update here. Across 3 companies, now, this has been a consistent request from CS orgs. It’s a common use case that shockingly doesn’t already exist.  If a child is updated, that should be reflected on its parent. It’s misleading otherwise.

Jeff Kirkpatrick
bradley
Expert ⭐️
July 24, 2023

@anirbandutta I think we’re beyond this being at “Response from customer” status. Can we get some 👀 on this please? Thanks!

gunjanm
Expert ⭐️
July 27, 2023

Coming up on this yet again. Please, update. cc @alliheller @sarahmiracle 

Gunjan
anirbandutta
Expert ⭐️
July 28, 2023

Elevated this internally. Let’s allow some time for PMs to assess. 

It's an opportunity for engagement
mpatra
Helper ⭐️
July 31, 2023

Hi team,

Thank you for this use case. 

I will work with Engg. to see how we can better solve the problem. Please provide me some time to come back with concrete next steps on this. 

 

Thanks,

Monica

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
July 31, 2023
Response from Customer→Acknowledged
Monica Patra | Senior Product Manager| Gainsight
darkknight
Expert ⭐️
January 30, 2024

@mpatra any update on this? It’s a major administrative (and CSM) frustration.  FYI @ophirsw and @pgeorge 

Jeff Kirkpatrick
darkknight
Expert ⭐️
October 23, 2024

@mpatra its been a year since you asked “provide me some time to come back with concrete next steps on this” - may we get an update on this please?

@jake_ellis FYI

Jeff Kirkpatrick
rahul_prayakarao
Helper ⭐️⭐️
October 24, 2024

@darkknight this never got prioritized. And it is not in our near term roadmap.

darkknight
Expert ⭐️
October 28, 2024

@rahul_prayakarao  Why not? It’s clearly a popular ask and sorely overdue. 

Jeff Kirkpatrick