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darkknight
Expert ⭐️
January 28, 2021
New Idea

Enable Admin to remove "Default Reason" from ANY CTA Type (including ALL)

Related products:CS Cockpit & Playbooks
  • January 28, 2021
  • 11 replies
  • 196 views

Under Cockpit configuration, CTA Reason, when I select CTA Type ALL there is a Default Reason (currently set to "Activity").  I am not able to remove that/set it to blank.

 

So, for example, if I am creating a CTA and select "RISK" as my CTA Type, the Reason defaults to Activity.  Because that is the default reason for ALL CTAs.  I don’t have a Default Reason set for “RISK” type because I want end users to select one.

Because this is becoming the default Reason on EVERY CTA Type, and pre-populates, end users are failing to select the correct Reason Code.  So we have dozens of Risk CTAs with the Reason Code “Activity”

 

I asked support if it’s possible to remove the default reason from ALL and here was the answer:

I would say our team has a more strict backend change policy nowadays in doing custom changes and likely we won't' be able to avoid future issues/discovery.

Although we don't have a way to set it to blank, after reaching out to the team to suggest. Is it possible to create a reason called "Invalid Reason"? Then for the CTAs where CSM hasn't set it would show up in reporting that they would need to reset it to a different reason.

If they didn’t notice and change it from “Activity” it’s unlikely they’re gonna change it from “Invalid Reason.”

On one hand, yes, this can be viewed as an enablement issue, but on the other hand I would expect that if we don't have a default Reason Code on the CTA Type selected, the field shouldn't populate, forcing end users to select one.  Let’s make the product more foolproof.



 

 

11 replies

mobrien14
Helper ⭐️
April 9, 2026

@mpatra Do we have any update on this given that it’s been in development for going on 3 years?