Simplify ability to remove lookup field selection

Related products: None

On a Success Plan, we have a lookup field to link related Success Plans together. If you mistakenly select the wrong option or want to remove it altogether, it’s very clunky and not very user-friendly. From testing, I’ve found you must click on the selection again > Click enter > Click the ‘X’. However, this process sometimes needs to be repeated a few times as it doesn’t always register the first time.

 

 

Be the first to reply!