Cockpit: Auto-assign Manual CTAs to user and today's date
None
I've had a few customers whose CSMs are manually creating a lot of their CTAs. They've requested that CTAs auto-assign to the logged-in user and default to today's date. While this isn't a huge burden, many of them are creating 50+/day and it would save some time.
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Is the usecase here is to create Bulk CTA's manually with some criterion ?
But i don't see the reason for the date.
Secondly - if a Manager is creating CTA's it should assumg the CSM is the owner, when the CSM is the account owner.
This is available now. For CTAs and Tasks, default owner = logged-in user and default due date = today's date.
Thanks,
Nitisha