Partially Fixed

Ability to add columns to the output of the Success Plan tables in the PPT

  • 30 October 2018
  • 2 replies

Userlevel 3
It will be nice to have the ability to change/add a column in the output tables in the Success Plan PowerPoint. Currently the table in tasks from the objective slides has no description and we would like to bring in those info.

2 replies

Userlevel 7
Badge +2
Hi Reggie,

Currently, the format of the success plan export is not configurable. How many active success plans do you generally have for an account? If only 1 is active, you can export the data into a PPT using Success Snapshots (from the C360).

Please refer this articel.

Userlevel 6

Hello Everyone!

Happy to announce that your request has been considered partially and included as part of the v6.17 release (SFDC / NXT). With this release, while configuring the Success Snapshot slides, admins can now resize/adjust the width of the columns. 

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!