Identify who assigned a user a CTA

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  • Updated 4 months ago
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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 1 year ago

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Dan Ahrens, Official Rep

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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 Name - this will show who created the CTA
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Dan Ahrens, Official Rep

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Just a quick follow up note - we've added a page to our documentation that contains information on the commonly used Gainsight objects and key fields in those objects. 

We call it our Object Glossary and it can be found here: https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Gainsight_...

Enjoy!