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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?

  • May 18, 2016
  • 3 replies
  • 59 views
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? 
    Best answer by lila_meyer
    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.

    3 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    May 23, 2016
    By canceled, do you mean deleted, or closed?
    Lila Krutel, Dir. Global Education Services
    heather_bennis
    heather_bennisAuthor
    Contributor ⭐️⭐️
    May 23, 2016
    We have 'Canceled' as an option under the CTA Status. 
    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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