It would be helpful to provide functionality when a Success Plan is created you could format the name oin a semi-automate fashion...such as:
Success Plan Type “Get to Green”
Date is 2020-05-20
The Success Plan Name could fill with:
Abatement May 20, 2020
That the user could then add a suffix to. Don’t forced this to all (PLEASE), but make it a possibility.
Hi Jim,
Thanks for sharing this. Are the success plans created manually? Is it possible to automatically create the success plan based on some conditions (eg. create a plan when usage of an account drops?)
Also, is the main reason for the nomenclature the need to report on it later on?
Regards
This request was 100% about manually creating Success Plans, we understand you can parameterize this in a rule...just looking for a way to do this with manual creation.