Implemented

Option to hide/unhide Objective CTA Types in C360 standard Cockpit view


Userlevel 6
Can a filter be added to the standard Cockpit view in the C360 to hide/unhide CTAs by type? Objective CTAs appear in this view and, in our use case, it would be nice to filter them out as they are not true Calls to Action for us. 

9 replies

Userlevel 5
Hi,
Currently we do not have any ability to filter CTAs inside CS360 and I don't think there is any work around to this. 
Userlevel 7
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Sarah -
Do understand that point.  We will look into it.
Userlevel 3
I second the request. Being able to filter out the Objectives from Success Plans in the C360 cockpit widget would be awesome.  We're getting complaints from VPs and Sales Execs that it's too noisy and they just want to focus on the Opportunity and Risk CTAs.  Thank you!
Userlevel 7
Hi,

This capability is available now. In Admin > Calls To Action, you can configure to show/ not show objectives in 360 cockpit.

Thanks,
Nitisha
Userlevel 7
Badge +2
Hi Sarah,
Here is the documentation for above use-case, https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/02_...
Thanks,
sairam
Hi @nitisha_rathi does this also apply to the cockpit tab? In addition, can you point me in the right direction of a support article for this? The one listed below doesn't look like the instructions are clear on how to hide the objectives

Userlevel 7
Badge +1
Hi Tessa,

Here is the support article where the toggle that Nitisha refers to is discussed: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_Cockpit_List_View-General_Settings-and_Reporting_Categories

Userlevel 1

Hi we also have a needĀ flag internal objectives/CTA in a GS to hide them from Customer when working in real-timeĀ sharing screens and in the C360

Userlevel 5
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@phartnettĀ - I would recommend creating a new product idea for that since this one was implemented.Ā 

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