Is there any plan to allow the ability to disable the "Milestone" button on CTAs?
I've never seen a way to turn this off as of now, but I'm wondering if this might be something we could look into adjusting in the future?
This would prevent users from flagging CTAs as Milestones that the business may not way to be flagged.
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Clicking that button should really create a "pop out" which allows us to pick our milestone of choice.
In a more general case, we are continuing to grow and add more people into our instance of Gainsight to better utilize the CTA function. If CTA's continue to have the milestone button as we add more people, we run greater risks of having milestones created that really shouldn't be.
Thanks for sharing this. In your case, would you want to be able to disable milestones for all CTA's or would you need to do that per CTA type?
Our problem/use case is that the CSM are hitting that button on the CTA and dropping a very general milestone "Lifecycle CTA Complete". While the milestone is configurable by CTA Type, we have multiple lifecycle CTA's and as part of the playbooks we ask them to drop a specific milestone based on the task completed as well as the result of the task.
1) Add the flexibility to add any milestone,
if not possible,
2) Disable the button via an admin configuration. For me it would be all, but I could see the value in it being by CTA type