Customer Success Workspace - Allow multiple objects for "project" object selection

Within the Customer Success Workspace you have some flexibility to choose which objects align with your customers, services/projects, and revenue.

However, currently you can only select 1 object for the services/projects, when you can select multiple objects for the revenue section. It would be helpful to be able to select multiple objects in the “Projects” dropdown menu, so each workspace could be customized.

For example, if you want to set up two separate customer service workspaces:

  • Service Workspace - Set up for a service team who primarily handles ticket records and technical issues
  • CS Workspace - Set up for a customer success or onboarding team who primarily works with projects, services, or custom objects created in the account

That’s exactly my point. I’ve set up Customer Success for our support team tickets, but I’m unable to switch or expand that to a project-based.

Ideally, I would love to use both. Our users, depending on their specific roles, would find it extremely helpful to have access to both ticket and project structures.