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rahbi_salem
rahbi_salem
Contributor ⭐️
May 17, 2017 6:55 PM UTC

Option to create relationship CTA's from the account level

Currently, you can only create relationship CTA's from the cockpit or the relationship level. It would be nice if we also had the option to create a relationship CTA from the account level. Right now it defaults to just the account, and doesn't allow the option to add one of the relationships for that account.

      2 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Jun 6, 2017 10:14 AM UTC
      Hi Rahbi,

      Thanks for the post. We will take up this enhancement based on the number of customers asking for it.

      Thanks,
      Nitisha
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      Angela.Felicissimo
      Angela.Felicissimo
      Contributor ⭐️⭐️⭐️
      Sep 6, 2018 7:57 AM UTC
      I agree that this would be very useful!
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