Information Request Forms
Create and send custom forms to internal users to facilitate the gathering of account information in a simple intuitive manner.
Improvements and Bug Fixes
- [Improvement] Filter scorecard by CSM with permission to control who can view other CSMs performance
Filter a SuccessBLOC Scorecard by one CSM or several CSMs.
Note, an admin can define decide who can view other CSMs performance in the global settings permission page.
- [Improvement] Get the latest customer information on a flexible recurring schedule
Share information is easier as you can share whenever you like to get the latest customer information in an automated way. Read more.
- [Improvement] Currency Threshold for Health changes
Define contract value change percent thresholds, so exchange rate fluctuations are not flagged on the health trend.
- [Improvement] Copy-paste your touchpoint from anywhere
Totango will now maintain the formatting of the text when it is copied from other applications like Notepad, Evernote, OneNote, etc.
- [Bug Fix] We fixed an issue where long attribute values were being truncated in account profile information tab, the fix will allow preview full attribute value (up to 255 characters).
- [Bug Fix] We fixed an issue where when health was based on 'Last Touch' date, the value of the date displayed as zero and not in the correct date format, the fix will show the last touch date correctly.
- [Bug Fix] We fixed an issue where when inserting attribute with a key name that already exists, the error message was appearing only after clicking 'save' on the attribute, the fix will show the validation error before clicking save.
- [Bug Fix] We fixed an issue in the complete task modal when selecting an attribute value from the drop-down, long attribute name/value was being truncated, the fix will show the full value of the attribute.
- [Bug Fix] We fixed an issue where when clearing a date attribute value in segment page, it was setting it for today's date instead of no value, the fix will allow clearing date values through segments.
- [Bug Fix] We fixed an issue where an admin couldn't add a new status to the 'contract status' page under data modeler, the fix will allow adding new status values to the list without an error message.
- [Bug Fix] We fixed an issue where when adding a new virtual collection, the 'View JSON response' did not display any result, the fix will show the result based on the API call.