Identify who assigned a user a CTA

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  • Idea
  • Updated 6 months ago
  • Under Consideration
Our group leader and managers will assign CTAs to specific people. However, right now nothing in the CTA says who assigned it. Our leaders would like the end user to know they were just assigned a CTA by them and it was not an automated CTA. Another use case, we have started using CTAs for me as the admin as a way for me to track customers to add or errors received. However, I cannot reply back to say fixed or added because I don't know who sent me the CTA.
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Trevor Shand

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Posted 6 months ago

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Dan Ahrens, Gainster (employee)

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Hi Trevor,
You should be able to use a couple fields to help with this:
Source - this will indicate how the CTA was created (Rules = rules engine, Manual = human, Activity = task created from Timeline activity)
Created by ID NameĀ - this will show who created the CTA