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darkknight
darkknight
Expert ⭐️
March 9, 2020
New Idea

What to do with old CTA Types

  • March 9, 2020
  • 13 replies
  • 284 views

I am in the process of trying to clean up the CTA Types and Reasons for my current environment - an environment I inherited that was terribly configured.

Struggling with the fact that

  1. I cannot change CTA Types on existing CTAs (and according to Support, Gainsight can’t either)
  2. I cannot disable a CTA Type if it’s in use by existing CTAs

My only option appears to be to delete the CTAs that use the type I want to eliminate - but I discovered that if I delete a CTA that had an email associated with it, the email gets deleted from Timeline as well.

So basically, can Gainsight suggest a way to retire old CTA Types so that end users do not continue to use them?  

      13 replies

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      darkknight
      darkknightAuthor
      Expert ⭐️
      May 18, 2020

      @sai_ram yes and I replied 

       

      Jeff Kirkpatrick
        anthonysabato
        anthonysabato
        Helper ⭐️
        May 18, 2020

        “SFDC is the new step-child :disappointed_relieved:

        I feel you there! There’s some basic housekeeping things that SFDC ver. cannot accommodate. It is hard to clean things up when certain items as still avail to end users who don’t..um well listen to instruction.

         

        rakesh_lingala
        Helper ⭐️⭐️⭐️
        June 19, 2020

        Hello Everyone! 

        Happy to announce that your request has been considered and implemented as part of the v6.14 release.  Previously, it was only possible to deprecate or make existing Cockpit picklists such as CTA Types/Reasons/Status/Priority/Snooze and Success Plan Templates/Types/Objective Categories inactive. Gainsight now supports deprecating and making Playbooks inactive.

        Along with making Playbooks inactive, Gainsight also made some minor behavior changes to the following Cockpit and Success Plans assets while making them inactive:

        • CTA Picklists
        • Success Plan Templates
        • Success Plan Types
        • Success Plan Objective Categories

        This feature is implemented in only the NXT version.

        Thanks for posting!

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