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The My CTAs default view can not be edited, We have a need to edit to eliminate confusion amongst our CSMs where Tasks are appearing in the My CTA view.

  • The My Tasks list shows just Tasks.
  • The My CTAs list shows CTAs & Tasks.

Possible solution(s):

  1. Edit “My CTAs” view to be called “My CTAs & Tasks”
  2. Create a new view for “My CTAs” filtered to just CTAs.

This way there’s 3 Default Views that covers these basic scenarios:

  1. My CTAs
  2. My Tasks
  3. My CTAs & Tasks

 

 

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