I would love to see an option to change how the plans are displayed, which one shows by default, etc.
Success plan default ordering in "More Plans"
None
When you look at the list of ongoing success plans, it appears that the default order is dictated by creation date, meaning that plans still active that should have been closed—but haven’t been—would appear first before the actual current plan.
I would love to see an option to change how the plans are displayed, which one shows by default, etc.
I would love to see an option to change how the plans are displayed, which one shows by default, etc.
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Hi Chris,
Thanks for sharing this. We are working on a success plan redesign and as a part of this when uses come to the SP section in 360 we will be showing a list of all the Success Plans that are active/closed for the account which the user can sort/filter on (and also a page to see a list of SPs across accounts). Would that help you?
Regrads