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jess_hall
jess_hall
Contributor ⭐️⭐️
Dec 10, 2019 5:06 PM UTC

Require Contact Selection in CTA

Is there a way to require that every CTA has a Contact associated to it? We’d like to ensure that all CTAs indicate who the relevant customer is, and with it not being required, it’s commonly missed. 

      3 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      Dec 16, 2019 6:14 AM UTC

      Hi Jessica,

      Thanks a lot for sharing this. As of today, you can only mark field as mandatory but not whether a CTA has an “Associated Contact”. One question, is this something that you need for all CTA Type or is there some sub-set of CTA’s where this validation is needed (Eg CTAs of type Risk and reason as Renewal Risk)

      Regards

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        jess_hall
        jess_hallAuthor
        Contributor ⭐️⭐️
        Dec 16, 2019 1:55 PM UTC

        It would be nice to select to require it based on the type of CTA, yes. That would allow flexibility. A reason we’d like to require a contact associated is for survey purposes - we like to send a CSAT survey to customers once a CTA has been completed. Without a contact associated, we can’t send the survey.

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          sai_ram
          sai_ram
          Expert ⭐️⭐️
          Dec 23, 2019 6:58 AM UTC

          @jess_hall Sorry, this is currently not in our road-map, I will update you here once we consider this request. 

          Thanks for sharing this use-case here. @All Please upvote if you want this request to be prioritized.  

           

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