Success Plan auto-save

  • 14
  • Idea
  • Updated 3 months ago
  • Under Consideration
It would be great if the note fields in a Success Plan could auto-save. I accidentally erase my work when activating plans without having taken the step to save first and it hurts so much every time! 
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Heather Hall

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Posted 6 months ago

  • 14
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Sai Ram Pulluri, Official Rep

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@Heather, Thanks for sharing this!

we will definitely consider your request based on More number of Me too's from other customers.
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Scotty, Champion

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I'm a part of the same customer, but my team complains about this constantly.
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Brandy Guillory

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I recently created a success plan and forgot to click "save" it refreshed the page somehow and i lost all what I entered, so i definitely would like an autosave.
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Aditya Marla, Product Manager

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Thanks for sharing makes complete sense & can understand the frustration it causes to lose the data you just entered. Will think about either implementing auto-save or providing a warning when trying to navigate to a different place and there is some unsaved data
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Liam Nicholls

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I've added my vote to this.  Today a colleague and I were just commenting on how we had had trouble with accidentally losing data when navigating away from the success plan page.

We may not have not have noticed that this was an issue, but we have created so many in the last week or two and made a numerous mistakes. I'm glad to see this is already being discussed.