Unable to mass edit CTAs under action 'Status', 'Priority' or 'Reason'?
None
If you have observed that you were not able to use mass update, under action 'Status', 'Priority' or 'Reason' (Options Greyed out)?
All you have to do to overcome this challenge is to add a filter "Entitytype" and select either 'ACCOUNT' or 'RELATIONSHIP' and click on apply.
This will allow you to perform the mass edit under any action.
All you have to do to overcome this challenge is to add a filter "Entitytype" and select either 'ACCOUNT' or 'RELATIONSHIP' and click on apply.
This will allow you to perform the mass edit under any action.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
I agree - I did as recommended - added entity type to the filter - selected company. The options are still greyed out. Any recommendations?
Hi@tharun , tried what you suggested and the options are still greyed out!
Any other suggestions?
Even though entity type is pre-selected, this still isn’t working properly, despite what the documentation suggests to do.
This is still an issue, has anyone been able to get around this?
Entity Type is just one of the filters you have to add. You also have to add CTA Type as a filter.
There’s actually a little help box that tells you what you are missing.
The reasoning behind this is because you can have custom status’s based on your entity level and based on your CTA type. So you provide the proper options the report needs to know which one you are looking for