Cockpit due date group by - more options needed

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  • Updated 4 days ago
As a CSM I need to group my CTAs in my cockpit by due date with more timeframes available so I can clearly see what needs to completed by a more specific group of due dates.
Currently, grouping by due date groups all CTAs into Overdue, Today, Next Week, and Upcoming.  The Upcoming "bucket" becomes too large to be meaningful, and CSMs would like to see options for 8-14 days, 15-30 days, and over 30 days.  Ideally, Admins could configure what the buckets are.
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Angela Domenichelli

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Posted 2 weeks ago

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Aditya Marla, Employee

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Hi Angela,

Thanks for sharing this. This definitely makes sense...will consider this based on how many other customers would need this. Also, this would add to the admin overhead of defining what the groups are.
Would the ability for admins to define "Custom Views" for the CSM's help here?