Skip to main content
bmayden
Contributor ⭐️⭐️⭐️⭐️
February 6, 2023
New Idea

Update "Save" to page level rather than field level on Success Plan

Related products:CS Other Features
  • February 6, 2023
  • 6 replies
  • 62 views

In the Plan Info section of success plans, you are able to edit several fields at once but when you save, only the most recent is saved. Can this be updated to be a page level save rather than a field level save? This is a horrible user experience. 

6 replies

zach_davis
Helper ⭐️
February 6, 2023

+1 to this Brooke! I would add, can we also prompt the user if they attempt to navigate away and anything is unsaved? We’re seeing users complain of missing data because of this confusion.

Contributor ⭐️⭐️⭐️⭐️
February 7, 2023

+1 -- We have run into the same issue.

We have seen CSMs complaining about it where they lost data. It will be good if we can implement it so that it improves user experience. 

matthew_lind
VIP ⭐️⭐️⭐️⭐️⭐️
February 7, 2023

Joining the chorus for a clearer UI here.

I believe this is especially helpful in a Success Plan, because it’s likely in a Success Plan that someone is updating several fields, many of which tend to be longer prose.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
andreammelde
Helper ⭐️⭐️
February 10, 2023

This is also discussed in a prior thread:

 

Andrea Carroll
mrazvi
Contributor ⭐️⭐️
February 15, 2023

+1 Many of our CSMs fill a lot of details in the SP Plan info section and  have complained about this issue a lot.

anirbandutta
Expert ⭐️
February 16, 2023

@mpatra could you pl take a look

It's an opportunity for engagement