Display Different Columns Depending on Success Plan Type

  • 1
  • Idea
  • Updated 3 weeks ago
It's creating some difficulties on our end with respect to Success Plan usage and adoption that we have to have the same columns displayed across all types of Success Plans. Is there an intention to make this more flexible?
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Jen Pakravan, Champion

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Posted 1 month ago

  • 1
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Lila Meyer, Official Rep

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Hi Jen, Can you provide a bit more detail about what you mean by different columns? You can include different fields and re-purpose some of the basic plan fields in each Success Plan type.
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Jen Pakravan, Champion

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As far as I know, you have to have the same fields display for each Success Plan type:



Am I mistaken? I'd love it if i were!
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Lila Meyer, Official Rep

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Hi Jen,

The list view configuration can only be customized for either Accounts or Relationship Success Plan types, not for the individual plan types. Would you like me to convert this to an Idea (feature request)?
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Jen Pakravan, Champion

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Sure, that'd be great. Thanks!