Currently if a CSM creates a CTA in the cockpit view, they must choose the relationship every time. Our CSMs would like to be able to set their default relationship to reduce the need for selection.
(They do know if they use the R360 then it will create it under that relationship by default, but most of our CSMs work out of the cockpit view and only work 1 specific relationship type)
Page 1 / 1
Hey, upvoting this. Justin, did you devise a workaround?
Our CSMs are just dealing with it or trying to work out of the R360. The enhancement would be a 'nice to have' type feature.
Would creating the CTA via Global Timeline be an option? This would allow them to search via relationship:
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.