Inactivate Success Plans and Reason Codes

  • 5
  • Idea
  • Updated 3 weeks ago
  • Under Consideration
As we are working on rolling out new Success Plans and Reason Codes while still having the old Success Plans in operation (this will be a long transition), I've noticed that you cannot inactivate a Success Plan nor a Reason Code. This seems like a simple feature functionality considering for Calls to Action, you can inactivate Types and Reason Codes. This allows you to still report on the older versions until they are no longer in use (i.e. completed and/or migrated) without the CSM accidentally using them. Right now, I have to mark "OLD-DO NOT USE" before the Success Plan type and Reason Code so they are not used...hopefully. This makes it difficult to share the success plan via link as the Success Plan Type and Reason Code with this add verbiage would be shown. 

Please note the Reason Codes I no longer want used are the default Global Reason Codes available for all Success Plan types, so they are visibile even if I have Success Plan specific Reason Codes.
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Renee House, Champion

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Posted 3 weeks ago

  • 5
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Aditya Marla, Employee

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Hi Renee,

Completely makes sense to allow marking existing types inactive. By reason codes, do you mean the objective categories? 
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Renee House, Champion

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Yes, the objective categories.