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 3Can I quickly expand/collapse these CTA groups so that I can focus on the the client I am working on? Thanks.

omer_mushahid

Contributor ⭐️

Solved

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

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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.

playbook

aditya_marlaAnswer

Helper ⭐️⭐️⭐️

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

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

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:

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Lila Krutel, Dir. Global Education Services

aditya_marlaAnswer

Helper ⭐️⭐️⭐️

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

Translate

omer_mushahidAuthor

Contributor ⭐️

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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