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cameron_wright
cameron_wright
Gainsight Employee ⭐️⭐️
May 25, 2018

Remove edit access to CTA due date for certain users

  • May 25, 2018
  • 3 replies
  • 60 views
I have a customer that would like the ability to be able to lock the CTA due date field for everyone except for Admins.

The use case a CSM may be assigned to a new customer, then must reach out to this new customer within 7 days. However, if they are able to change the due date, in our reporting we will not see that they called the customer past the original due date. 

So they would like to be able to lock this field for just their CSMs

      3 replies

      H
      Gainsight Employee ⭐️
      hitesh_sharma
      Gainsight Employee ⭐️
      May 29, 2018
      Hi Cameron,

      We have a field called Original Due Date on Call to Action object, which is for the same purpose (it will have initial due date value and will never change). Customer can use this field while reporting.

      Regards,
      Hitesh
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      July 27, 2018
      Hi Cameron,

      Does Hitesh's solution work for the customer?
      Lila Krutel, Dir. Global Education Services
      sarah_kiani
      sarah_kiani
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 31, 2018
      Hi all,

      Can we see who made the last change in due date as well?
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