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Create a CTA Custom View of CTA's created from a timeline entry?

  • 9 September 2020
  • 1 reply
  • 35 views

Is it possible to create a custom CTA view for the cockpit that filters to only CTA’s that are created from the tasks from a meeting timeline entry of a certain type? We want a view that shows open tasks from a specific type of customer meeting, e.g. SBR. So I would need to filter on a field we have on the timeline entry for the type of meeting (drop-down). Thanks


1 reply

It’s a valid request. We don’t have any plans for this currently. We will consider this based on the interests from other customers.

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