Show Open + Closed CTAs in Cockpit
None
Our teams as asking for an option to view both the Open and the Closed CTAs in the Cockpit view on the Customer 360 page. Toggling between open and closed to view all contact is an unnecessary step for us. We're also seeing that our partners miss the option to choose "Closed CTAs" in the drop down to see recent contact.
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Thanks
Could you explain how you are working on this Closed CTA section? We'd like to see it on our environment as well.
-For a new user, makes sense to be able to show all, as I had the experience early on and created duplicate CTA's not realizing I had already completed and closed the CTA.
We have added an additional option to see 'All CTAs' in 360 > Cockpit section. We will add more filter/ configuration options in it in future releases.
Thanks,
Nitisha
Wondering if this is still under consideration? Closed CTAs can be pulled out in reports but it would be nice to see an option to view closed ones in the cockpit view
This has been implemented. You should be able to see an 'All CTAs (open+closed)' view in 360 > Cockpit section. You can also create custom views by saving desired filters and those will be visible in both Cockpit page and 360 > Cockpit section.
Thanks,
Nitisha
Hi Sarah,
You have the capability in NXT (Note: this is not available in the SFDC edition) .
This document has details on how to configure it: https://support.gainsight.com/Gainsight_NXT/04Cockpit_and_Playbooks/03Admin_Guides/Configure_CTA_Detail_View_Layouts?mt-draft=true#Custom_Views