Report on who closed CTA / Task
None
GS allows reporting on what closed a CTA, who modified it last, who it was assigned to but not who changed the status of the CTA.
I would like to report the user who changes the CTA status
I would like to report the user who changes the CTA status
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I haven't tried this myself, but what about turning on Salesforce History Tracking for the Status field on the CTA object?
https://community.gainsight.com/gainsight/topics/change-management-log-to-identify-what-changes-have... especially since you're limited to 20 SF fields per object on which you can track history.
As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level. As of now any changes have to be tracked manually - if at all.
A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.
Thanks for posting
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This is an active request for the athenahealth team. Any updates on having a closed by field for call to action?
That is what we are currently using, and is likely the person who closed the CTA, but is not specific to who closed it. These are the scenarios where modified by does not meet our use case: