In the Plan Info section of success plans, you are able to edit several fields at once but when you save, only the most recent is saved. Can this be updated to be a page level save rather than a field level save? This is a horrible user experience.
Update "Save" to page level rather than field level on Success Plan
CS Other Features
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+1 to this Brooke! I would add, can we also prompt the user if they attempt to navigate away and anything is unsaved? We’re seeing users complain of missing data because of this confusion.
+1 -- We have run into the same issue.
We have seen CSMs complaining about it where they lost data. It will be good if we can implement it so that it improves user experience.
Joining the chorus for a clearer UI here.
I believe this is especially helpful in a Success Plan, because it’s likely in a Success Plan that someone is updating several fields, many of which tend to be longer prose.
This is also discussed in a prior thread:
+1 Many of our CSMs fill a lot of details in the SP Plan info section and have complained about this issue a lot.