Please make it so each Reasons is associated with a specific CTA Type

Voted! We'd really like to see this too. We have a longer list for Risks, as we detail all the reasons they may be at risk. For Events, we have a much smaller list of engagement points. Thanks!

Hey GS team, I'd also like to add my voice to this.  We have a lot of Risk, and expansion CTA types an it makes scrolling through the list tough.  Please consider this feature.  

Thanks Manu! This is something that has a lot of votes and it seems like every Gainsight employee I speak with thinks it is a good idea as well. Do we have any idea on if this is prioritized or slated for an upcoming release?

More so than having a search feature, there is a governance component here as we want to make sure our team is only selecting a reason when it is supposed to be used and does not skew our reporting.

Hi,

Associating CTA reason, status and other attributes with a CTA Type will be available in Feb release.

Thanks,
Nitisha

This is fantastic!

Nitisha this is great news! Is there any way we can see what the functionality looks like in advance to ensure it i will deliver the desired result?

Thanks for the update!

Hi,

This capability is available now.

Thanks,
Nitisha

Is this what is now called reason categories? What is the best way to associated a group of existing reasons to make it so they can only be selected when the CTA type is a risk or an opportunity, etc. 

Hi Harris,

'Categories' are meant to solve the problem of being able to report consistently across the organization. For example, three divisions using Gainsight might have three variants of the same CTA Type that make the most sense to them. But at the organization level, we ideally would want to club the three together under the same bucket or category. 

To define Reasons specific to a CTA Type, you can pick the right option from this drop-down and then add the codes there:

        

Thanks,
Manu