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andreammelde
andreammelde
Helper ⭐️⭐️
November 24, 2020

CTA: Be able to order the tab for linked objects

  • November 24, 2020
  • 6 replies
  • 73 views

Right now, you are not able to order the tabs on CTA with linked objects, they are defaulted. It would be nice to be able to order the tabs how we would like. The company tab gets put at the very end, but with some of our CTAs there are fields we want to have updated on that tab. With it being pushed to the end, it does not encourage CSMs to update the field

    6 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    November 25, 2020

    @andreammelde agree with you if you have too many objects in place. How many objects do you have in Linked object? 

     

    andreammelde
    andreammeldeAuthor
    Helper ⭐️⭐️
    November 25, 2020

    @sai_ram 

    We had 2 objects. I removed them for now as we are just doing a one off CTA. Even if we can’t manually rearrange, I think it makes more sense for the Company tab to always be after the Timeline tab rather than the linked objects. 

     

    We have a CTA type “Activity” that is more for data hygiene so we have it linked to more objects bc it can cover a wider variety of tasks. 

    Andrea Carroll
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      December 3, 2020

      @andreammelde Thanks for the details. This is currently not in our road-map, we will consider this based upon other customer interest. Thanks once again!

      @All, please up-vote if you are interested. 

      andreammelde
      andreammeldeAuthor
      Helper ⭐️⭐️
      December 3, 2020

      @sai_ram it would at least be helpful to have the “company” tab always be after the timeline tab, and then linked objects after the timeline. Right now, the company tab gets pushed after anything you link. 

      Andrea Carroll
        sriram pasupathi
        sriram pasupathi
        Helper ⭐️⭐️
        January 28, 2021

        @andreammelde This should not happen. Can you please let us know how the order looks like in the administration CTA  layout settings?

        andreammelde
        andreammeldeAuthor
        Helper ⭐️⭐️
        January 28, 2021

        @sai_ram i went to get a screenshot and it is now right after timeline….. looks like it was fixed

        Andrea Carroll
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