No Status

[Enhancement] Abilty to force a Success Plan Name Schema when creating new success plans

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.

0 replies

Be the first to reply!