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In my Gainsight Cockpit, can I collapse/expand all CTAs?

  • 1 August 2018
  • 3 replies
  • 47 views
omer_mushahid
In my cockpit view I see a huge list of CTAs which are grouped on Clients names.

+Client A
  • CTA 1
  • CTA 2
  • CTA 3
+Client B
  • CTA 1
  • CTA 2
  • CTA 3
Can I quickly expand/collapse these CTA groups so that I can focus on the the client I am working on?

Thanks.
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Best answer by aditya_marla 30 August 2018, 09:00

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3 replies

lila_meyer
Rank
Userlevel 7
Badge +2
Hi Omer,

Sorry we weren't able to share input with you sooner! Have you tried grouping by Customer? If you know you want to look at all CTAs for a particular customer, you can also search for them by name.



There are also expand/collapse icons on the far left for cta lists:

Lila Meyer, Dir. Global Education Services
aditya_marla
Rank
Userlevel 6
Hi Omer,

Just to add to that, you can create custom views to view CTAs from a select account (s) and save them for future use

omer_mushahid
Thanks.

I know how to group CTA.

My question was more about collapsing or expanding all the selected Customers or whatever grouping criteria I have used. 

The idea is that it would help me focus on the context at hand rather than being distracted by other open categories.

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