View Metrics In Scorecards Based On User KPIs
Leverage user segments to display important user-related metrics in Scorecards
Configure SuccessTeam Members By Using Segmentation
Create a dynamic SuccessTeam by assigning team members by criteria and dynamically assign account set by using the new "only show accounts assigned to me" criteria.
Improvements and Bug Fixes
[Improvement] On the Totango Users page, you can view the Totango user creation date by adding the "Create Date" column via the "Edit Columns" dialog. This column is part of the exported file.
[Improvement] When a user is assigned to a task as a fallback, he can reassign the task to other people or complete the task himself in the task details dialog.
- [Bug Fix] There was an error thrown upon clicking on the asset attached to a task. After the fix, you can open an asset that is attached to a task.
- [Bug Fix] In a post-completion action, the touchpoint was created with the service's default SuccessFlow and not with the SuccessFlow associated with the task. After the fix, the touchpoint is created associated with the SuccessFlow of the originated task.
- [Bug Fix] When performing a SuccessBLOC copy, the campaigns were not copied. After the fix, campaigns are copied as part of theSuccessBLOC copy flow.
- [Bug Fix] A SuccessBLOC collaborator could not edit SuccessPlays. After the fix, a user that is a Team admin or a SuccessBLOC collaborator can edit the SuccessPlays in theSuccessBLOC.