Use @ mentions in Notepad
You can now use @ command shortcuts within Notepad to quickly reference existing tasks and touchpoints:
- Start typing to search by task or touchpoint name (case sensitive)
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@Task= Filter by tasks -
@Touchpoint= Filter by touchpoints
@ mentions to other objects are not yet available.
Users "quick segment" defaults to non-contacts
Open a segment directly from the Contacts Widget | Users tab to explore users on the account. We updated default filters to show only users who are not a contact / key contact (contact: no value OR Contact: "no").
Delete the group if you'd like show all users, regardless of their contact status.
Coming soon, you’ll be able to define your own default filters.
Learn more ➡
Manage account assignments with Salesforce Enterprise Territory Management (ETM)
Salesforce Enterprise Territory Management (ETM) is a multi-layered, hierarchical rules engine that controls how users are assigned to accounts based on territory models. Totango now allows you to sync ETM-based account assignments from Salesforce into Totango, ensuring account ownership and user roles stay aligned across both systems.
Learn more ➡
Under-the-hood improvements
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Hierarchy calculations on collection attributes | COUNT
When creating hierarchy calculations on collection attributes, the COUNT calculation required a workaround to access. The workaround is no longer necessary.