Hi Team,
The customer is looking to add the created date and closed date on the Success Plans View so that their CSM's can view it. Currently, we have only limited fields in the add columns section.
Can we add created date and closed date to the view?
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Very surprised this is not a feature already. Cockpit has numerous flexible options for personalization, but Success Plans list view is quite limited. Why is this the case?
Can we have list view support adding additional fields from the Success Plan, Company, or Relationship to have parity to what is experienced in Cockpit?
Its such a simple configuration and I am surprised its not a option currently available!
Curious if Gainsight Product Team has commented on this thread yet. Not seeing anything from them here. Curious why?
Hi,
This is a part of our medium-term roadmap. We will be picking it up soon. I will keep this thread updated with the progress of the project.
Thanks,
Monica
We create Success plans on the child company and need Parent company name to be viewed on the Success plan view.
It makes it very difficult to understand the Success plans created for a parent company on this view.
The ability to bring in custom Success Plan fields into the Success Plan view would be extremely helpful!