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Question

I have noticed that the "More" dropdown on the CTAs is gone.

  • February 16, 2016
  • 3 replies
  • 31 views

melissa_allen
I have recently noticed that the "More" dropdown on the CTA is gone. We had many people using this as a short cut to add notes, log calls, etc. Is this displayed anywhere else on the CTA that i am missing, or is there a way to somehow link and create that from the Cockpit and CTA page?

3 replies

sidhu
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  • Gainsight Employee ⭐️
  • February 18, 2016
Hi Melissa, 

Are you referring to the more option that come as part of the chatter component? Attached image below for additional clarification.



If yes, then this can be configured as part of chatters Global Actions settings in SFDC. You will have to modify the Global Publisher Layout under SFDC setup and add the actions you need here. 


melissa_allen
  • Author
  • Contributor ⭐️⭐️⭐️
  • February 18, 2016

This is the view i see. Which one is related to what is accessible in Gainsight?

sidhu
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  • Gainsight Employee ⭐️
  • February 19, 2016
I am not 100% sure but I believe it is the "Quick Actions in the Salesforce Classic Publisher".