Account Profile Customization Feature
Value:
Customers can fit the information presented on an account profile to their business case and account hierarchy. With this feature, customers can find account information easily and organize the account information based on their business needs.
Customers can fit the information presented on an account profile to their business case and account hierarchy. With this feature, customers can find account information easily and organize the account information based on their business needs.
Use cases:
- As a Totango admin, I am able to choose to hide/show widgets and tabs in an account profile.
- This customization can be team specific or global, and it is specific to account type or product.
- As a Totango admin, I am able to configure account profile header, last SuccessFlow, and key metrics widgets to a specific team or globally.
- As a team admin, I am able to configure account profile widgets layout and profile header, last SuccessFlow, and key metrics widgets specifically to my team.
Where to find it?
At the top right side of any account profile, you can find it under the options button.
Important notes:
- Global admin can configure a team specific or global account profile, while team admin can configure only a team specific account profile.
- If you want to configure account profiles from different account types (for example, "distributor", "customer", and "product" account types), just go to the account profile type you want to configure, and click on the "configure account profile" option.
- There are several persistent areas in the account profile which you cannot hide it: Account Team, Sub-Accounts/Products, Health, Profile Header.
More Improvements & Bug Fixes
- When loading user attributes with null values it now clears the existing value [Improvement]
- In campaign overview, you can now see an indication of changes made to the campaign settings such as segment, goal, and content [Improvement]
- You can now search for a draft campaign in global search [improvement]
- Presenting the same SuccessPlay in search multiple times in some cases bug is now fixed [Bug Fix]