Cockpit: Include Closed Date on the CTA Details
+5Would be nice to have the CTA Closed Date appear on the CTA Details so that if you are doing triage or going to investigate something, you don't have to consult a report to see the date the CTA was closed. Crude mockup below
Jeff Kirkpatrick
This would be really helpful to our use cases as well. Great idea Jeff!
+9Hi y'all,
I was just mucking around with something similar recently, so this is top-of-mind -- I think you can get what you're looking for in Administration > Workflow - Calls to Action > Detail view layout configuration > Select type > Call To Action > "+ FIELD" > start typing (it's an autocomplete field)
I was just mucking around with something similar recently, so this is top-of-mind -- I think you can get what you're looking for in Administration > Workflow - Calls to Action > Detail view layout configuration > Select type > Call To Action > "+ FIELD" > start typing (it's an autocomplete field)
AI Transformation @ Gainsight
+5You are totally right Seth. Complete oversight on my part. That worked.
Thank you for the quick reminder!
Thank you for the quick reminder!
Hey Seth,
Great suggestion...worked great! Thanks for the tip!
This first screenshot is of adding the Closed Date to the Call to action. Big thing is remembering to add it to each "Type"
After adding, I made a fake CTA and closed it. You can now see the information under the "Default Group" area.
Great suggestion...worked great! Thanks for the tip!
This first screenshot is of adding the Closed Date to the Call to action. Big thing is remembering to add it to each "Type"
After adding, I made a fake CTA and closed it. You can now see the information under the "Default Group" area.
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