http://m.getsatisfaction.com/topics/7749577 Customer Success Plan Edit Functionality for External User 2018-10-23T18:10:51Z 2018-06-13T14:40:49Z 7749577 http://m.getsatisfaction.com/topics/7749577 7749577 Customer Success Plan Edit Functionality for External User 2018-10-23T18:10:51Z 2018-06-13T14:40:49Z Joel Peasley http://m.getsatisfaction.com/people/9642739 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11286278/HeadShot_medium.jpeg joel_peasley_kuec7hveqazr4 Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans idea pending 5 11 14 comment http://m.getsatisfaction.com/topics/7749577/replies/19580358 http://m.getsatisfaction.com/topics/7749577 19580358 Justin Bills responded to "Customer Success Plan Edit Functionality for External User" 2018-06-13T14:44:50Z 2018-06-13T14:44:50Z Justin Bills http://m.getsatisfaction.com/people/9630441 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11262751/Justin_65x68_medium.png justin_bills This is a great idea.&nbsp; So many of our tasks are confirming the customer has done something on their end.&nbsp; If would be fantastic if they client had the ability to update/close those tasks.&nbsp; It could get them accountability AND serve as a sign-off. 2 http://m.getsatisfaction.com/topics/7749577/replies/19580365 http://m.getsatisfaction.com/topics/7749577 19580365 Brandy Guillory responded to "Customer Success Plan Edit Functionality for External User" 2018-06-13T14:46:35Z 2018-06-13T14:46:35Z Brandy Guillory http://m.getsatisfaction.com/people/8981872 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11098207/ScreenShot2017-06-29at8.17.38AM_medium.png brandy_guillory I love this idea! A true success plan is the objectives the customer agrees upon, what they deem as success so having you &amp; the customer track the "joint objectives" definitely maintains accountability, transparency and alignment. 1 http://m.getsatisfaction.com/topics/7749577/replies/19722835 http://m.getsatisfaction.com/topics/7749577 19722835 Angela McKay responded to "Customer Success Plan Edit Functionality for External User" 2018-08-28T13:58:02Z 2018-08-28T13:58:02Z Angela McKay http://m.getsatisfaction.com/people/9680407 https://www.gravatar.com/avatar/ac12df863ab0610fd213b6e9e735aa67?d=identicon&s=55&r=PG angela_mckay_4cmi7g27cs0r8 We continue to get customers requesting the ability to make edits to their shared success plan. It would be great to not only allow them to edit the success plans, but be able to assign tasks/objectives to an external user, and also send a CTA to the CSM notifying them of the change that the external user made.&nbsp; 2 http://m.getsatisfaction.com/topics/7749577/replies/19821025 http://m.getsatisfaction.com/topics/7749577 19821025 Faust Belarmino responded to "Customer Success Plan Edit Functionality for External User" 2018-10-23T18:10:08Z 2018-10-23T18:10:08Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino I voted for this a while ago and realized I never commented. YES - I think this would be great. Especially the ability for external users to check off objectives they've completed on the Success Plan. I decided to create another community post about that specifically. Feel free to upvote so we can get more traction on both these ideas! :D<br alt="" name="" rel="" target="" title="" type="" value="" /><a alt="" href="https://community.gainsight.com/gainsight/topics/external-users-can-check-off-external-objectives-on-the-success-plan?rfm=1&amp;topic_submit=true" name="" rel="nofollow" target="" title="" type="" value="">https://community.gainsight.com/gainsight/topics/external-users-can-check-off-external-objectives-on...</a><br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7749577/replies/19821029 http://m.getsatisfaction.com/topics/7749577/replies/19722835 19821029 Faust Belarmino responded to "Customer Success Plan Edit Functionality for External User" 2018-10-23T18:10:51Z 2018-10-23T18:10:51Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Yes! It would be awesome to assign tasks to the external user as well!! 0