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Ability to reorder tabs in CTA detail layout

Related products:None
  • January 2, 2018
  • 12 replies
  • 119 views
joseph_siudzinski
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It would be great to be able to reorder the tabs along the top of CTA detail layout. If you have multiple linked objects, it's easy to have 3 or 4 tabs, and in some cases the linked object tabs are more important than the Customer/Relationship or Call to action tabs.

    12 replies

    spencer_engel
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    • spencer_engel
    • Expert ⭐️
    • January 2, 2018
    Big-time +1 to this. Something I've wanted for a long time. I'd also like to be able to choose which tab to default to (i.e. default to Timeline or a linked object when clicking into a CTA rather than the CTA detail every time).
    elizabeth_04d7d9
    lesliediephuis
    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • January 2, 2018
    +1 on this from me too. 

    On occasions where there are more than 3 tabs with information, it would be even more helpful if instead of the little square with the number of "hidden" tabs, we simply showed the additional tabs as a second row stacked underneath the existing row. 

    This would reduce the number of extra mouse clicks needed to select one of the "hidden" tabs and would also reduce the chances that a user would not see one of the "hidden" tabs (not realizing that the number should be clicked to view the other tabs). 

    Just my 2 cents on a possible improvement. 

    VP of Customer Success at Forcepoint
    lesliediephuis
    spencer_engel
    melissa_i_959be6
    manmeet_dosanjh
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    Definitely +1 to this request. I will also link my Community post from a few months ago, so that the product team can see that people are requesting this feature! Not sure if there was an update from my feature request submission. Thought I'd share it here though. 

    https://community.gainsight.com/gainsight/topics/it-would-be-great-to-be-able-to-reorder-and-or-dele...
    manmeet_dosanjh
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    This reply was created from a merged topic originally titled It would be great to be able to reorder (and/or delete) the tabs in the CTA Detai....

    Not sure if this is possible or not, couldn't figure out a way to do it or find any documentation that said otherwise. 

    But, it would be great if we could have more control on customizing the CTA Detail View in Cockpit. Currently, the default setting has 'Timeline', 'Customer', and 'Call to Action' tabs with any additional tabs having to be selected by clicking on the drop-down from the number. Since we don't use the 'Customer' tab for anything it is kind of pointless having that show up as one of the 3 default tabs while we have extra-clicks just to get to the 'Opportunity' tab.

    If we could rearrange the order the tabs appear or delete unnecessary ones, that would be great! It would also speed up our CSMs workflow when they manually create a CTA and then have to link an Opportunity. 
    melissa_i_959be6
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    • melissa_i_959be6
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 19, 2018
    All my pluses to this possible improvement.  While reordering them would be great, having them all visible would be even better.  It is not at all intuitive to my CSMs to click the random little number and that those are additional tabs.
    spencer_engel
    B
    caitlin_ankney
    • caitlin_ankney
    • Contributor ⭐️
    • March 20, 2018
    +1 on this. We just started implementing CTAs with linked objects and having that information front and center would be so helpful.
    mike_maday
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    • mike_maday
    • Gainsight Employee ⭐️
    • March 21, 2019
    Hello team. Looks like this has been open as "under construction" for awhile. Do we have any insight on when/if this will be added to the backlog?

    aditya_marla
    • aditya_marla
    • Helper ⭐️⭐️⭐️
    • March 12, 2020

    Hi Mike, 

    This is definitely there on our roadmap but I don't have an ETA for it yet. On a side note, we are redesigning the UI of cockpit and in the new UI the tabs will be more visible & there would not be a case of linked objects being hidden.

    sai_ram
    elizabeth_04d7d9
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    • elizabeth_04d7d9
    • Contributor ⭐️⭐️
    • December 9, 2020

    +1. It would also be really helpful to be able to drag and drop the different groups to rearrange the order in “Detail view layout configuration” section.  

    sriram pasupathi

    @elizabeth_04d7d9  The new horizon cockpit makes the tabs more visible. But, we are thinking about the rearranging the tabs as a part of the medium term roadmap. Thanks.

    elizabeth_04d7d9
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    • elizabeth_04d7d9
    • Contributor ⭐️⭐️
    • December 21, 2020

    @sriram pasupathi  thanks for the update! Just wanted to clarify that I was referring to the setup part of the layout configuration, not the tab visibility specifically. When we create a new group it automatically puts it at the bottom of the list and if you want it higher, you have to delete everything in front of it and then re-add the deleted groups. It gets tough when you start having quite a few groups! I can provide screenshots if needed. 

     

     

     

    andreammelde
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    • andreammelde
    • Helper ⭐️⭐️
    • December 21, 2020

    Posted on this recently as well 

     

     

    Andrea Carroll
    elizabeth_04d7d9
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