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rachel_hocevar_freeman
rachel_hocevar_freeman
Contributor ⭐️
Nov 17, 2015 7:40 PM UTC

Show Open + Closed CTAs in Cockpit

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
      sarah_kiani
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Jul 17, 2018 9:54 PM UTC
      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
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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Jul 18, 2018 3:56 AM UTC
      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
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        sarah_kiani
        sarah_kiani
        Contributor ⭐️⭐️⭐️⭐️⭐️
        Jul 18, 2018 5:39 PM UTC
        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
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        sarah_kiani
        sarah_kiani
        Contributor ⭐️⭐️⭐️⭐️⭐️
        Jul 18, 2018 6:50 PM UTC
        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?
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        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        Nov 1, 2019 10:43 AM UTC

        Hi Sarah,

        You have the capability in NXT (Note: this is not available in the SFDC edition) .

        This document has details on how to configure it: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts?mt-draft=true#Custom_Views

         

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