How does a user delete a recurring CTA they manually created?
Our users often setup monthly recurring calls as manual CTAs, however I can't find where to delete the recurring CTA. It seems you only have the option to delete 1 at a time. Am I missing something?
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From my knowledge this will take a little bit of work through a data loader or Workbench. You'll need to run a query similar to this:
SELECT Id, Name, JBCXM__DueDate__c, JBCXM__Parent__c, JBCXM__Account__c FROM JBCXM__CTA__c WHERE JBCXM__Parent__c != null
This will display all CTAs where there is a parent record. The parent record is what needs to be deleted to stop the recurring CTAs from firing. Let me know if this helps.
Support sees this issue frequently because unless you add the recurring field into the show fields, users think there is a mismatch in what they see in report builder vs. what they are seeing in cockpit and/or the c360 page. Our first troubleshooting step is to add that and check for recurring CTA's. I certainly 'me too' a better way for users to identify recurring CTA's.
I ran into this issue last week and it is bizarre that the system allows to have an open recurring CTA that is hidden, not show by default in cockpit on C360! The least I would expect is to expose “ all CTAs” in C360 > Cockpit when one choses the global filter “All CTAs” for a given account.
Now I have to train my management and CSMs each to go and hunt this mysterious recurring CTA. I can’t think of a better way to solve this.
@All, Thanks for sharing your thoughts here. Redirecting this to our product team.
@all Thank you for the feedback. We understand the problem and will try to solve this as a part of medium term roadmap.
As a user, not being able to mass delete or change a recurring CTA is a major pain point