Question
Allow CTA Reason and Milestone to have same names
I just discovered yesterday that I apparently cannot have a CTA Reason with the same System Name as a Milestone. It gives me an error in both directions.
Existing CTA Reason, try to create Milestone Reason:
If I delete or change the name of the CTA Reason, I can create the Milestone.
Existing Milestone Reason, try to create CTA Reason:
If I delete or change the name of the Milestone, I can then create the CTA Reason.
Since these are located in separate areas of the tool, it would seem these should be independent of one another, but I cannot find in the documentation any explanation that there is a relationship between the two. It would be good if these two documents could be updated to reflect this:
Under Call to Action Reason: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/02_...
Adding a New Milestone: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Configure_...
But I am submitting this as an IDEA, because In order to keep things simple, we would like to be able to have Milestones that correllate to the same name as a CTA Reason without having to tag them separately, i.e. Dashboard Review - CTA, Dashboard Review - MS
Existing CTA Reason, try to create Milestone Reason:
If I delete or change the name of the CTA Reason, I can create the Milestone.
Existing Milestone Reason, try to create CTA Reason:
If I delete or change the name of the Milestone, I can then create the CTA Reason.
Since these are located in separate areas of the tool, it would seem these should be independent of one another, but I cannot find in the documentation any explanation that there is a relationship between the two. It would be good if these two documents could be updated to reflect this:
Under Call to Action Reason: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/02_...
Adding a New Milestone: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Configure_...
But I am submitting this as an IDEA, because In order to keep things simple, we would like to be able to have Milestones that correllate to the same name as a CTA Reason without having to tag them separately, i.e. Dashboard Review - CTA, Dashboard Review - MS