Allow Case Record Type selection when creating a Case from a CTA

  • 27
  • Idea
  • Updated 3 months ago
Gainsight currently has the feature to create a SFDC Case from a CTA. By default, Cases are created with the default Case Record Type. For organizations who use different Case Record Types to communicate with different teams, they need the ability to choose the Case Record Type when creating a Case from a CTA.
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Jessie Brainerd, Employee

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Posted 3 months ago

  • 27
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Ben, Champion

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Yeah this is a great idea. We use a separate record type for inbound Customer Success actions. These are separate from Technical Support needs. This feature would be awesome!
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Michael Jurenek

  • 62 Points
This is a great idea. It would allow us to fully leverage case creation functionality, as we use several different case record types depending on the team and issue involved.