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New Idea

Option to hide/unhide Objective CTA Types in C360 standard Cockpit view

Related products:None
  • kate_green
    kate_green
  • heather_hansen
    heather_hansen
  • andy_roy
    andy_roy
  • juliemulli

sarah_couch
  • Contributor ⭐️⭐️⭐️⭐️
  • 30 replies
Can a filter be added to the standard Cockpit view in the C360 to hide/unhide CTAs by type? Objective CTAs appear in this view and, in our use case, it would be nice to filter them out as they are not true Calls to Action for us. 

9 replies

azhar_uddin
  • Helper ⭐️⭐️
  • 190 replies
  • May 6, 2016
Hi,
Currently we do not have any ability to filter CTAs inside CS360 and I don't think there is any work around to this. 

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • 534 replies
  • May 8, 2016
Sarah -
Do understand that point.  We will look into it.

linda_lam
  • Contributor ⭐️⭐️
  • 8 replies
  • June 17, 2016
I second the request. Being able to filter out the Objectives from Success Plans in the C360 cockpit widget would be awesome.  We're getting complaints from VPs and Sales Execs that it's too noisy and they just want to focus on the Opportunity and Risk CTAs.  Thank you!

nitisha_rathi
Hi,

This capability is available now. In Admin > Calls To Action, you can configure to show/ not show objectives in 360 cockpit.

Thanks,
Nitisha

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • May 30, 2017
Hi Sarah,
Here is the documentation for above use-case, https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/02_...
Thanks,
sairam

tessa_horn
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  • Gainsight Employee ⭐️
  • 1 reply
  • April 4, 2019
Hi @nitisha_rathi does this also apply to the cockpit tab? In addition, can you point me in the right direction of a support article for this? The one listed below doesn't look like the instructions are clear on how to hide the objectives


dan_ahrens
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  • Expert ⭐️⭐️⭐️
  • 1984 replies
  • April 4, 2019
Hi Tessa,

Here is the support article where the toggle that Nitisha refers to is discussed: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General_Settings-and_Reporting_Categories


  • Contributor ⭐️⭐️
  • 5 replies
  • August 13, 2020

Hi we also have a need flag internal objectives/CTA in a GS to hide them from Customer when working in real-time sharing screens and in the C360


CurtisValentine
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@phartnett - I would recommend creating a new product idea for that since this one was implemented. 


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