Contributor ⭐️

Show Open + Closed CTAs in Cockpit

Forum|Forum|10 years ago
November 17, 2015
15 replies
174 views

Our teams as asking for an option to view both the Open and the Closed CTAs in the Cockpit view on the Customer 360 page. Toggling between open and closed to view all contact is an unnecessary step for us. We're also seeing that our partners miss the option to choose "Closed CTAs" in the drop down to see recent contact.

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sarah_kiani

Contributor ⭐️⭐️⭐️⭐️⭐️

Hi Nitisha!

Wondering if this is still under consideration? Closed CTAs can be pulled out in reports but it would be nice to see an option to view closed ones in the cockpit view

nitisha_rathi

Expert ⭐️⭐️

Hi Sarah,

This has been implemented. You should be able to see an 'All CTAs (open+closed)' view in 360 > Cockpit section. You can also create custom views by saving desired filters and those will be visible in both Cockpit page and 360 > Cockpit section.

Thanks,
Nitisha

sarah_kiani

Contributor ⭐️⭐️⭐️⭐️⭐️

Thanks a lot Nitisha! I knew about the option to include all CTAs under C360 but great to learn about the ability to create custom views in Cockpit itself

sarah_kiani

Contributor ⭐️⭐️⭐️⭐️⭐️

Actually, one quick followup question: if I create a custom view in Cockpit as an Admin, can I share the access to my CSM team?