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New Idea

Allow Description of field to display as helper text on Success Plans - Plan Layout

Related products:None
jean.nairon
aditya_marla
heather_hansen
gunjanm
bradley
+4
  • jean.nairon
    jean.nairon
  • aditya_marla
    aditya_marla
  • heather_hansen
    heather_hansen
  • gunjanm
    gunjanm
  • bradley
    bradley
  • romihache
    romihache
  • Molly.McQ
    Molly.McQ
  • CarollynnC
    CarollynnC
  • jdeutschmann

john_apple

When creating and adding field to the Success Plan type layout, it would be helpful to allow for a field description to be displayed on hover-over or “i” icon to display information about the field’s purpose to help guide CSMs when using the Plan Layout fields.

Ideally, this would match the experience for C360 Attributes in NXT

5 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • January 25, 2021

@john_apple Thanks for sharing the feedback. I definitely agree the filed description.


Anil Raj Pujari
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@john_apple Thank you for the feedback. Currently this feature is not part of the roadmap. Will post here once it is taken up.


gunjanm
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  • Expert ⭐️
  • 523 replies
  • July 27, 2023

This should apply to other areas such as the C360 as well. Based on John’s note at the end of his original post here, my guess is it used to do that in the old C360 but no longer does in Horizon. Please advise. 


john_apple
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  • Author
  • Expert ⭐️
  • 468 replies
  • July 27, 2023

@gunjanm 

This is what it looks like on the C360

 

 


gunjanm
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  • Expert ⭐️
  • 523 replies
  • July 27, 2023

But it is not the same text as what you put into Data Management → Field → Description.


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