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brrrriceman
brrrriceman
Contributor ⭐️
May 20, 2016
New Idea

CTA rule due date can be formulated off of another date (aka contract sign date) instead of just the rule date

  • May 20, 2016
  • 16 replies
  • 206 views
Ability to set a CTA due date off of another date (aka term start date or contract sign date) instead of just the rule date.  

Example: I want to set up a Quarterly Biz Review CTA for month 5 of the clients annual term. However, since I am just setting this up today, I don't want it to run for all historical clients (aka creating overdue CTA's for clients who signed up over 5 months ago) so I set the rule start date to 5 months back. Since I want to CTA due date to be 5 months from the contract sign date, I can set the due date to 145 days from rule date, but that makes every new client who signed up in the past 5 months, to have their QBR for 5 months from today (the day I run the rule, and not 5 months from their contract start date) 

      16 replies

      Show previous replies
      phani_kumar
      phani_kumar
      Gainsight Employee ⭐️⭐️
      October 5, 2020

      +1.

      Nice Idea. My vote :ballot_box: for this feature.

      Thanks.

      cmultanen
      cmultanen
      Helper ⭐️
      October 5, 2020

      +1, it would be great to have this ability

      bradley
      bradley
      Expert ⭐️
      June 15, 2021

      @sai_ram this has a bunch of votes and is 5 years old, is there any update on this? I’d also add that it should be possible in JO programs for CTA creation as well as rules.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        June 17, 2021

        @bradley apologies, I will sync with product team and get back to you on this

          sriram pasupathi
          sriram pasupathi
          Helper ⭐️⭐️
          July 20, 2021

          @bradley This is definitely something we are trying to address and is added as a part of our roadmap (this will be solved either this quarter or early next).

            Tracy Zundel
            Contributor ⭐️
            October 25, 2024

            I would love to know if this is ever actually going to be functionality added to the product. Looks like it has been requested for the past 8 years. We have a very pertinent need right now to be able to do this, so that we can manage our renewals. We are firing off CTAs and want the due date to be pulled from the next renewal date field, because there are multiple contracts.

            @Alessandragomez @KiranNadukula 

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