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Gainsight Employee ⭐️
May 5, 2021

Customised Due date in CTA creation

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
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. 

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sriram pasupathi
Helper ⭐️⭐️
May 18, 2021

@shivani is renewal date a custom date field?

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shivaniAuthor
Gainsight Employee ⭐️
May 18, 2021

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

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sriram pasupathi
Helper ⭐️⭐️
May 27, 2021

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

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anirbandutta
Expert ⭐️
December 6, 2023
Updated idea statusAcknowledged→CLOSED (DUPLICATE)
Idea merged into:

All the votes from this idea have been transferred.
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