Skip to main content

When creating manual CTAs and tasks, default the owner to the current user

  • August 9, 2016
  • 4 replies
  • 26 views
nadav_shemtov
I've gotten this requests from several customers, including App Annie and Splunk. 

The idea is that when CSMs create manual CTAs or add manual tasks to the CTAs, the owner field should automatically be populated with the current users / owner of the CTA. Quick enhancement, but for orgs that create a lot of manual CTAs and tasks this can be a time save. 
    jean.nairon
    sara_hoeffler
    nadav_shemtov

    4 replies

    dan_ahrens
    Forum|alt.badge.img+2
    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • August 9, 2016
    Great suggestion!
    VP of Customer Success at Forcepoint
    manu_mittal
    Forum|alt.badge.img+3
    • manu_mittal
    • Gainsight Employee ⭐️
    • August 9, 2016
    Defaulting to the logged-in user and today's date, are both part of upcoming usability enhancements. Also being considered is the ability to save and create another CTA/Task from the same flow, as suggested on another thread.
    nadav_shemtov
    niall_mcgrath
    • niall_mcgrath
    • Contributor ⭐️⭐️
    • October 12, 2016
    Hi,

    Has there been a confirmed date for this release? A few of our CSM's have suggested this as well. 
    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • December 2, 2016
    Hi,

    This is available now.

    Thanks,
    Nitisha
    elizabeth
    nadav_shemtov
    Terms & ConditionsCookie settingsAccessibility statement