The ability to customize the mobile application Account Profile enables you to present the relevant data for each account type and each team. Each account type that you use in your hierarchy may have different data points that are important, and each team may have different data points that are important for them on those account types.
The mobile Account Profile is configured in Totango Spark and can be configured for a specific or all teams and per specific or all account types.
In order to customize this layout, you must have the appropriate Totango Spark account configuration permissions or be a Totango Spark Global Admin.
Topics covered in this article:
How To Configure it?
The account profile layout for the mobile application will inherit its configuration from the Spark layout, you can change this configuration by changing it in the account profile page.
Once you have decided which data you would like to show for the mobile account type, you can start customizing it. This activity can be done in Totango Spark by a user with account configuration permission or by Global Admin.
If you will be customizing by team as well, switch to the team that you want the settings to apply to before you begin. If you will be applying the changes to all teams, then you can do this from any team.
Click to open the settings menu
Go to the Mobile Layout tab to configure the mobile Account Profile layout
Account Type & Team - As mentioned above, if you are changing the mobile layout to be different by team, switch to the team where you want these changes to apply first. Same with Account Type, make sure you are on an Account Profile for the Account Type where you want the changes to apply first.
Select which tabs and sections you wish to see in the mobile app.
In order for it to be presented in the mobile app, you should close and re-open the application in your mobile device.
The sections below will rely on their Spark layout:
- Key info - this section uses the header widget attributes configuration
- SuccessFlow Status - this section use the status widget configuration
- Key metrics -this section use the value metrics widget configuration
Q & A
Q: Which Spark layout widgets and sections be presented in the mobile layout?
A: All Widgets are available to be presented on the mobile app except these widgets:
- Sub-accounts widget (for parents accounts)
- Any collection widgets.
Note, Spark tab information are not available in the mobile layout.
Q: Will the changes in Spark layout automatically reflected in the mobile layout?
A: Initially the mobile layout is inherited from the Spark layout. Every change in the Spark layout will not automatically be reflected in the mobile layout, you will have to configure it indipendantly in the UI.