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darkknight
Expert ⭐️
April 21, 2021
Development

Cockpit: Custom CTA fields should be visible by default

Related products:CS Cockpit & Playbooks
  • April 21, 2021
  • 22 replies
  • 439 views

In the Create CTA layout, Custom CTA fields are buried beneath an “Add More Details” link that obscures what may be crucial fields we want end users to populate.  

End Users are forgetting to populate them because they are not immediately visible.  All fields should be visible by default when creating a CTA, preferably in amongst the fields above the CTA Comments.  Users can choose 

BONUS POINTS: It would be great if admins had more control over the Create CTA layout and could rearrange the fields the way we want them.   

 

 

22 replies

mpatra
Helper ⭐️
June 20, 2022

@darkknight - We are considering this as a part of our Admin Revamp initiative that we will be working on this in the second half of this year. We will have tentative timelines for this soon.

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
August 4, 2022
Updated idea statusNo StatusUnder Consideration
Monica Patra | Senior Product Manager| Gainsight
Contributor ⭐️
December 15, 2022

@mpatra - any further updates on the timeline for this as part of your Admin Revamp initiative? Our users are regularly forgetting these fields which then requires us to do manual data clean-up, so the ability to adjust the positioning/layout would be hugely beneficial. thank you!

mpatra
Helper ⭐️
September 4, 2023

Hi @lizcopeland ,

 

This is under development now. I will keep this thread updated on the status of the project and release dates.

 

Thanks,

Monica

Monica Patra | Senior Product Manager| Gainsight
mpatra
Helper ⭐️
September 4, 2023
Under ConsiderationIN DEVELOPMENT
Monica Patra | Senior Product Manager| Gainsight
bradley
Expert ⭐️
October 2, 2024
Under ConsiderationIN DEVELOPMENT

@mpatra any update on the ETA for this? cc @revathimenon 

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
October 30, 2024

Wow, it surprises me that this idea pre-dates the Cockpit Admin revamp. All that work to Horizonize Cockpit without actually improving the functionality or use...very disappointing to see 😔

As @mindym stated - custom fields in CTAs are unusable in current state. They must be above the fold of a CTA layout, and they must have the ability to set as “Mandatory upon creation.”

The fact that this has been an issue for this many years is mind-boggling 😬

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
Contributor ⭐️⭐️⭐️
October 31, 2024

This one to me is a no-brainer. It’d also be nice to be able to make certain fields required not just for CTA closure but creation as well.

bradley
Expert ⭐️
October 31, 2024

This one to me is a no-brainer. It’d also be nice to be able to make certain fields required not just for CTA closure but creation as well.

@wscuphamabnormal you might find this of interest as well: 

 

ashapiro
Contributor ⭐️⭐️
August 4, 2025

So grateful to see this as “in development” - any sense of when it may be released? We’ve got a custom field that we’re keen on having CSMs use, but it’s hidden under show more and easily missed. 

Thanks!

Alexandra Kynoch