Ability to reorder tabs in CTA detail layout

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  • Idea
  • Updated 7 months ago
  • Under Consideration
It would be great to be able to reorder the tabs along the top of CTA detail layout. If you have multiple linked objects, it's easy to have 3 or 4 tabs, and in some cases the linked object tabs are more important than the Customer/Relationship or Call to action tabs.
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Joseph Siudzinski, Employee

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Posted 10 months ago

  • 17
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Spencer Engel, Employee

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Big-time +1 to this. Something I've wanted for a long time. I'd also like to be able to choose which tab to default to (i.e. default to Timeline or a linked object when clicking into a CTA rather than the CTA detail every time).
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Dan Ahrens, Official Rep

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+1 on this from me too. 

On occasions where there are more than 3 tabs with information, it would be even more helpful if instead of the little square with the number of "hidden" tabs, we simply showed the additional tabs as a second row stacked underneath the existing row. 

This would reduce the number of extra mouse clicks needed to select one of the "hidden" tabs and would also reduce the chances that a user would not see one of the "hidden" tabs (not realizing that the number should be clicked to view the other tabs). 

Just my 2 cents on a possible improvement. 

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Melissa I, Alum

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All my pluses to this possible improvement.  While reordering them would be great, having them all visible would be even better.  It is not at all intuitive to my CSMs to click the random little number and that those are additional tabs.
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Manmeet Dosanjh, Champion

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Definitely +1 to this request. I will also link my Community post from a few months ago, so that the product team can see that people are requesting this feature! Not sure if there was an update from my feature request submission. Thought I'd share it here though. 

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Manmeet Dosanjh, Champion

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This reply was created from a merged topic originally titled It would be great to be able to reorder (and/or delete) the tabs in the CTA Detai....

Not sure if this is possible or not, couldn't figure out a way to do it or find any documentation that said otherwise. 

But, it would be great if we could have more control on customizing the CTA Detail View in Cockpit. Currently, the default setting has 'Timeline', 'Customer', and 'Call to Action' tabs with any additional tabs having to be selected by clicking on the drop-down from the number. Since we don't use the 'Customer' tab for anything it is kind of pointless having that show up as one of the 3 default tabs while we have extra-clicks just to get to the 'Opportunity' tab.

If we could rearrange the order the tabs appear or delete unnecessary ones, that would be great! It would also speed up our CSMs workflow when they manually create a CTA and then have to link an Opportunity. 
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Caitlin Ankney

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+1 on this. We just started implementing CTAs with linked objects and having that information front and center would be so helpful.