If rules are changed and duplicate CTAs get created, the only way to find duplicates is to go to the search bar. Once you search for an account name, the scroll bar goes back to the top and you lose your place in the list of CTAs. This is time consuming. Please add a filter to search alphabetically over the Account Name Column in the Cockpit.
Cockpit filter alphabetically by Account Name to see duplicate CTAs
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Seems like it wouldn’t be something that should happen too often. Did you try creating a report to find the duplicates? That’s probably the better way to find them.
Hi@jshimko : Is the main use-case about finding any duplicated that might been created and deleting them ? (As Darkknight suggested you can build a report to see that / use the mass edit tool to do bulk operations).
Also, in the cockpit page, you can group by the customer to get a similar view
I just wanted a sort/filter above the Account name for a quick way to scan to see if there are duplicates in the hundreds of accounts I manage. Thanks
Go it. Can you sort by “Customer” and not have any grouping (i.e All) - similar to the below screenshot.
Let me know if that helps
The problem is I have 50 CTAs so I have to scroll through all of them to see if there are any duplicates. I don’t know which customer to search for. Having a sort alphabetically would help find the duplicate CTAs.
Hello Everyone!
Happy to announce that we have redesigned Cockpit, powered by Gainsight Horizon experience, as part of the v6.18 release. The enhanced Cockpit has the following new capabilities:
This feature is implemented in only the NXT version.
Thanks for posting!