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rahbi_salem
Contributor ⭐️
May 17, 2017

Option to create relationship CTA's from the account level

  • May 17, 2017
  • 2 replies
  • 47 views
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
    Expert ⭐️⭐️
    June 6, 2017
    Hi Rahbi,

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

    Thanks,
    Nitisha
    Angela.Felicissimo
    Contributor ⭐️⭐️⭐️
    September 6, 2018
    I agree that this would be very useful!