Skip to main content

Customised Due date in CTA creation

  • May 5, 2021
  • 5 replies
  • 58 views

Forum|alt.badge.img

While creating a CTA via a rule or manually we can either hardcore a Duedate or make it filled with the run date + N days. However if we have an ability to choose any date field from Company object like renewal date/Contract end date to be filled in the due date section of the Cockpit it would be super helpful

Issue: Right now we can only assign a hard core number of days to the duedate in the CTA layout

Idea: Ability to customise the duedate with any date field value available in the Company object.

Example: While creating renewal CTAs an ability to customise the due date with the upcoming renewal date.

 

5 replies

sai_ram
Forum|alt.badge.img+1
  • Expert ⭐️⭐️
  • May 12, 2021

@shivani thank you for sharing your request here. I think we still should show the run data even after choosing the field, because the value in the field is not known to the user while configuring. 


sriram pasupathi

@shivani is renewal date a custom date field?


Forum|alt.badge.img
  • Author
  • Gainsight Employee ⭐️
  • May 18, 2021

@sriram pasupathi Yes, it is coming from the  Company object data fetch


sriram pasupathi

Thanks for the clarification @shivani. We don’t have anything planned on this immediately but we will watch out for upvotes for this feature.


anirbandutta
Forum|alt.badge.img+2
  • Expert ⭐️
  • December 6, 2023
Updated idea statusAcknowledgedCLOSED (DUPLICATE)
Idea merged into:

All the votes from this idea have been transferred.