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omer_mushahid
omer_mushahid
Contributor ⭐️
August 1, 2018
Solved

In my Gainsight Cockpit, can I collapse/expand all CTAs?

  • August 1, 2018
  • 3 replies
  • 91 views
In my cockpit view I see a huge list of CTAs which are grouped on Clients names.

+Client A
  • CTA 1
  • CTA 2
  • CTA 3
+Client B
  • CTA 1
  • CTA 2
  • CTA 3
Can I quickly expand/collapse these CTA groups so that I can focus on the the client I am working on?

Thanks.
    Best answer by aditya_marla
    Hi Omer,

    Just to add to that, you can create custom views to view CTAs from a select account (s) and save them for future use

    3 replies

    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    August 29, 2018
    Hi Omer,

    Sorry we weren't able to share input with you sooner! Have you tried grouping by Customer? If you know you want to look at all CTAs for a particular customer, you can also search for them by name.



    There are also expand/collapse icons on the far left for cta lists:

    Lila Krutel, Dir. Global Education Services
      aditya_marla
      aditya_marlaAnswer
      Helper ⭐️⭐️⭐️
      August 30, 2018
      Hi Omer,

      Just to add to that, you can create custom views to view CTAs from a select account (s) and save them for future use

      omer_mushahid
      omer_mushahidAuthor
      Contributor ⭐️
      August 30, 2018
      Thanks.

      I know how to group CTA.

      My question was more about collapsing or expanding all the selected Customers or whatever grouping criteria I have used. 

      The idea is that it would help me focus on the context at hand rather than being distracted by other open categories.

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