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heather_bennis
heather_bennis
Contributor ⭐️⭐️
May 18, 2016
Solved

How do I remove Canceled CTA's in the Cockpit without having to manually adjust the view options?

When a CSM cancles a CTA, why would it still show in their Cockpit?  Is there a way to configure those to be removed from their standard Cockpit view?  If they've canceled the item, there's no useful reason to display it on their task list, correct? 
    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    May 23, 2016
    I see; that's a custom CTA status. I suspect that you need to change the Category tied to this status to one of the Closed options. It may be set to Open right now. Under Administration > Cockpit Configuration > CTA Status.

    Lila Krutel, Dir. Global Education Services
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    3 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    May 23, 2016
    By canceled, do you mean deleted, or closed?
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    Lila Krutel, Dir. Global Education Services
    heather_bennis
    heather_bennisAuthor
    Contributor ⭐️⭐️
    May 23, 2016
    We have 'Canceled' as an option under the CTA Status. 
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    lila_meyer
    lila_meyerAnswer
    Gainsight Employee ⭐️⭐️⭐️
    May 23, 2016
    I see; that's a custom CTA status. I suspect that you need to change the Category tied to this status to one of the Closed options. It may be set to Open right now. Under Administration > Cockpit Configuration > CTA Status.

    Translate
    Lila Krutel, Dir. Global Education Services
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