Hi all,
Today, it’s not possible to edit company or relationship standard fields from CTAs when those fields are displayed on the CTA layout.
The “editable” tick box is greyed out.
However, I can think of many use cases where this would be extremely useful, the principal one being a New Customer Assignment / Kick-Off CTA per the following flow:
- New customer is created in Gainsight with a rule
- A CTA to signal that new company record is assigned to a user, for them to review and assign the customer to an engagement model and a CSM
- The reviewer reviews the information about that customer directly from the CTA to make a decision on their engagement model, and based on that, sets two custom fields (Engagement Cadence and Engagement Model) and two standard fields (CSM and Stage) which are displayed under the Company tab of the CTA
Today, I am able to set the engagement model and cadence from the CTA and have to visit the Company C360 to update the CSM and the stage. Considering this is all part of one process, handled with that kick-off CTA, I’d like to be able to do everything from the CTA.
My ask:
Allow standard field edits from CTA layout
Allow company standard fields to be editable
Allow relationship standard fields to be editable
I believe that ties in with the in-line editing work, although a bit different but that’s really the same spirit.
Thanks for considering this request.
A.
