I‘ve converted this post to an Idea for better tracking, and because I saw the same question/request being asked again.
+1 to this.
We require our CSMs to complete a number of fields on the summary/details page of the Success Plan however as with the nature of the expecting CSMs to remember what fields they need to complete we need the ability to make them mandatory to ensure they are completed.
Mandatory fields would be helpful to ensure the plan info has all necessary data capture. Without a mandatory field, the plan can be closed and if the field needs to updated the plan has to be made active again which impacts the close date and any metrics/reporting related to time to completion (e.g. Onboarding Success Plan where we want to know the average time to completion)
Got it. Thanks a lot for sharing the idea and the use-case makes complete sense. I will keep you posted if we make any progress on these
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