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New Idea

Add ability to configure CTA Status options based on CTA Type or Reason

Related products:None

angela_mauro
We would like the ability to show different sets of CTA Status' based on the CTA Type or Reason.

IE: CTA's that require reaching out to a client would have a different set of possible status' than a CTA asking the CSM to complete a field update, etc.

5 replies

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • August 23, 2016
Hi Angela,

Capability to show different sets of CTA Status and CTA Reason based on the CTA Type is in our roadmap and should be available in fall release. I will keep you updated about the exact ETA.

Thanks,
Nitisha

sanaa_bhambri_eeba8e
Hi Nitisha,

We at Cisco would like this ability as well, to create Status'es that are specific to CTA Type, not just have to see them for all CTA Types.

justin_majors_e55e2b
This is very important for our organization and would allow for more accurate status across our multiple relationships.

nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • December 19, 2016
Hi,

Ability to create CTA status, reason, linked objects and other attributes by CTA Type will be available in Feb release.

Thanks,
Nitisha

angela_mauro
  • Author
  • Contributor ⭐️⭐️
  • 4 replies
  • December 19, 2016
Thanks Nitisha! Very happy to hear that  :)

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