CTA: Closed Source not available on CTA

  • 1
  • Problem
  • Updated 9 months ago
  • Solved
  1. Identify the source of closed CTAs for Reports: The ability to identify the source (Manual, Rules, or Mass Edit) from which a CTA is closed is now added. To support this, the ‘Closed Source’ field is added in the CTA object.

 

I do not have the "Closed Source" field available on my CTA.

If this field is only available in Reporting, I recommend you update the Pre-Release notes to indicate that this feature is only available to Admins in Reports 2.0.

Furthermore, why wouldn't this be available on the CTA? If i was a CSM, rather than an Admin, I would love to know why/who closed out my CTA rather than bug the admin for that info...wouldn't you?
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Johnny Burtchaell, Champion

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Posted 9 months ago

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Photo of Nitisha Rathi

Nitisha Rathi, Employee

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Hi Johnny,

You can add the 'Close Source' field in CTA type layout to see it in cockpit detail view.




Please let me know if you have any other questions.

Thanks,
Nitisha