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melissa_allen
melissa_allen
Contributor ⭐️⭐️⭐️
Apr 21, 2016 1:34 AM UTC

Manually creating CTAs - ability to update the status on creation.

Our CSMs are creating a lot of their own CTAs, and while they are creating them to track tasks, they want the quick ability to update the status right when they create it. Is this something that the admin can add or is this a functionality that is coming in the future?

      9 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      Apr 25, 2016 5:13 PM UTC
      Hi Melissa, If I understand correctly, your CSMs want to update a CTA's status while they're creating it. This is not possible today, and would be a feature enhancement. However, they can update a CTA Task's status while entering the task, but I don't think that's what you're asking about.

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      Lila Krutel, Dir. Global Education Services
      melissa_allen
      melissa_allenAuthor
      Contributor ⭐️⭐️⭐️
      Apr 25, 2016 11:28 PM UTC
      Thanks! But you are correct, they want to update the CTA status while they create it, not as worried about the task.
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        steve_davis
        steve_davis
        Gainsight Employee ⭐️⭐️
        May 27, 2016 7:45 PM UTC
        I am kicking this into an idea so product has visibility into this feature request. 
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          elaine_cleary
          elaine_cleary
          Helper ⭐️⭐️
          Jun 11, 2016 8:22 PM UTC
          + 1000 on being able to assign a CTA status when you create the manual CTA.  It's too many extra steps to go back and find a manual CTA you created just to get it in the right status when you normally know that status at the time of creation.  Thanks for posting, Melissa!  And thanks for moving to an "idea", Steve!
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          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          Jun 16, 2016 9:09 PM UTC
          I'll also vote this one up. This has value for CTAs that are created to record something that took place historically or CTAs that are used to track a meeting or event that was not system generated. 

          Having a third option added to the current "Save" and "Cancel" called "Save and Close CTA" would be AWESOME!!!
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          VP of Customer Success at Forcepoint
            nitisha_rathi
            nitisha_rathi
            Expert ⭐️⭐️
            Aug 25, 2016 5:48 AM UTC
            Hi,

            This enhancement is available now. You can now update both status and priority from CTA creation form.

            Thanks,
            Nitisha
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              melissa_allen
              melissa_allenAuthor
              Contributor ⭐️⭐️⭐️
              Aug 25, 2016 1:46 PM UTC
              Thanks!
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                johnny_burtchaell
                johnny_burtchaell
                Helper ⭐️
                Oct 21, 2016 9:21 PM UTC
                I think I found a bug with this new feature. When CTAs are created and the status is immediately set to "Closed", the Closed Date is not being recorded within the CTA. This impacts my dashboard/reports that are

                keeping track of all "Closed" CTAs. Is anybody else experiencing this?
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                  nitisha_rathi
                  nitisha_rathi
                  Expert ⭐️⭐️
                  Oct 28, 2016 10:54 AM UTC
                  Hi Johnny,

                  We had fixed this bug and you should not be seeing null data. I will forward this to support and we will check this out.

                  Thanks,
                  Nitisha
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