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scott_superko
scott_superko
Helper ⭐️
Mar 29, 2016 10:25 PM UTC
Question

Mass update CTA due date and snooze status/date

We have enterprise CSMs who manage multiple accounts, some with 100+ locations.  Each of the individual locations have CTAs specific to that location, but some times need to be updated in mass.

My request is for the ability to mass update CTAs to change their due date or mass snooze CTAs for the same amount of time.

    18 replies

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    trevor_shand
    trevor_shand
    Helper ⭐️
    Mar 9, 2017 7:56 PM UTC
    This says "Solved." I don't see in this thread how to mass edit due dates. Did I miss it? How do we mass edit due dates?
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      lane_h
      lane_h
      Helper ⭐️
      Mar 9, 2017 9:49 PM UTC
      Trevor, I believe it's marked as Solved because it's not on the short term road map. In the latest release you can close CTAs in mass, but I have not tried to edit due dates. 
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      Director of CX and Scale Programs
      willybeanes
      willybeanes
      Contributor ⭐️⭐️⭐️
      Jul 12, 2017 5:13 PM UTC
      Going to try Data Loader solution and report back
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      Will Harris
      scott_superko
      scott_superkoAuthor
      Helper ⭐️
      Jul 12, 2017 5:47 PM UTC
      Can confirm that I've data loaded to both the CTA object and CSTask object.

      However, It would beimuch cleaner in the UI.
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      johnny_burtchaell
      johnny_burtchaell
      Helper ⭐️
      Jan 29, 2018 4:24 PM UTC
      so this has been in the works for 2 years? any updates? i imagined this would've been fixed by now...
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        sagan_sherlin
        sagan_sherlin
        Helper ⭐️⭐️
        Sep 4, 2018 3:21 PM UTC
        Tagging this post here as well - https://community.gainsight.com/gainsight/topics/add-due-date-to-mass-edit-for-ctas-and-tasks

        + 1 for Mass Edit Due Date!
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          Prees1997
          Contributor ⭐️
          Nov 17, 2024 11:45 PM UTC

          Hi there,

           

          We’ve launched a project that would benefit from bulk updating due dates and snoozing multiple CTAs. Is there any update from the product team on this?

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          nburke
          Helper ⭐️
          Dec 4, 2024 4:42 PM UTC

          Still nothing? We would like this feature as the rules engine doesn’t seem to allow due dates to be edited for CTA creation and having bulk actions to set the due dates would save tons of time.

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