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andreammelde
andreammelde
Helper ⭐️⭐️
December 4, 2020
New Idea

CTA Linked Objects to Multiple Records

  • December 4, 2020
  • 3 replies
  • 83 views

It would be great to have multiple records linked to a CTA. This would be helpful as we have some CTAs fire for the the an aggregation of time to help not overwhelm the CSMs cockpit.

 

For example, being able to have multiple survey responses linked to on CTA based on the Company ID  so that the CSM can receive 1 CTA but can follow up to multiple responses.

    3 replies

    sriram pasupathi
    sriram pasupathi
    Helper ⭐️⭐️
    December 18, 2020

    @andreammelde  Thanks for the feedback. We understand the problem and are evaluating the possibilities. We can expect this to be solved in our medium term roadmap.

     

    andreammelde
    andreammeldeAuthor
    Helper ⭐️⭐️
    December 18, 2020

    @sriram pasupathi thank you!

    Andrea Carroll
      johntrask_bt
      johntrask_bt
      Helper ⭐️
      May 4, 2022

      Hello @sriram pasupathi , Any update on this one?

      JohnTrask
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