New Idea
Auto Close a CTA using unique identifyers/Tags
I use the unique identifier check box when creating my CTA to allow me to create multiple CTAs that use the same reason and type for the same customer. I see there is an option to "open" or "close" CTA when you are setting up the CTA with the rule. It would be wonderful if we had some sort of filter criteria that looked for a unique identifier in the CTA name or comments that would then trigger that CTA to close. For instance I use the "@" to put in the case number in the name of the CTA and when that case is closed it would be nice to have that CTA rule run to auto close the CTA with some default info or other tags i have configured.
If there was an easy way to input a lookup on the CTA to the Support Ticket, that would solve this case. Right now, I don't think there's a simple way to do this----is anybody aware of one?
Andrew,
Do you have the case ID or case name after "@" to identify the case exactly?
Ex: CTA name "CTA for Case @1234" and you want to close the same? Or do you want to grab all the CTA's with mentions of 1234?
Thanks for asking. Will wait to see how many more requests on the same.
Do you have the case ID or case name after "@" to identify the case exactly?
Ex: CTA name "CTA for Case @1234" and you want to close the same? Or do you want to grab all the CTA's with mentions of 1234?
Thanks for asking. Will wait to see how many more requests on the same.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.