Removing Tags Via Rule

Thanks for getting back to me.

We aren't using customer info, I don't suppose there's a simple way to add the checkbox to just the "customers" object, is there? Or does that just mirror the account, such that if I added it to the account it would appear as an option in customers?

Any other workarounds you might have in mind? It would be great not to have to go completely back to the drawing board and create a custom table and then rebuild all my rules again.

Originally, my goal was to have an identifier that stops the same CTA from being opened over and over when I run my rules each night. I have a couple implementation-flavored playbooks that I want to run via CTAs that will all sit in our "Onboarding" stage so I'm looking for a secondary marker to use in my filters to accomplish this goal.

My first idea was just to exclude records that had the current rule's playbook already associated with that customer but I was using the previous rule's CTA plus a "complete" status and having two mutually exclusive filters based on CTAs seems like a no-go based on what I've read. 

Hopefully that is clear; I'm not certain what else to try. Any suggestions or help would be greatly appreciated.

You should be using "customer info" as I believe that is a default object in Gainsight. It would be fairly simple to create a new field there, whether hidden or public, you could populate. You might also be able to add a filter to your rule to keep this from happening. For example, we have a rule that creates a milestone when an Account enters and leaves Onboarding. When we first created it, it would write the milestone everyday. We then implemented a date field. Now when the rule runs there is a filter that says only add this milestone if the date of entering Onboarding was yesterday.

Like I said, we're not using customer info so if anybody has any other suggestions, I would love to not have to go back to re-invent the wheel.

You can always do the same thing and write it to the account object.