CTA: Closed Source not available on CTA

  • 1
  • Problem
  • Updated 1 year 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?
Photo of Johnny Burtchaell

Johnny Burtchaell, Champion

  • 2,506 Points 2k badge 2x thumb

Posted 1 year ago

  • 1
Photo of Nitisha Rathi

Nitisha Rathi, Employee

  • 14,556 Points 10k badge 2x thumb
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.