Release Notes - Ver 20.225- September 4, 2022

Assign Start and End Dates to New and Existing Objectives

Assign internally-driven dates for the start and finish of the overall objective to better identify if a full plan is on track or behind. The new columns will now be reflected in your outcome success plan report to give you additional categories to sort by. Read More


Create User Defined Statuses and Categories for Objectives

Create your own label for Status and Category of an objective and assign it to new or even current objectives for better reporting and tracking. The new columns will be reflected in your outcome success plan report and can be set by your admin to fit your reporting needs. Read More


Improved Campaign Queuing Process

As our campaign offering continues to grow, a new queuing process assures fast delivery of customer messaging without needless delays. 

Optimized Account Search

We optimized our Search Accounts function and  improved performance by as much as a 90% improvement in response times.

Improved Search Capabilities in our SuccessBLOC Marketplace

We have improved our search capabilities to now show similar results related to the search request. 

Customer Data Hub: Field functions for Outbound Jobs

Field functions are now available in Customer Data Hub for outbound integration jobs (for Salesforce and Hubspot). You now have the ability to apply functions on Totango’s data fields, as part of the outbound integration jobs, to better match with your data in Hubspot/Salesforce. Read More



New SuccessBeats Templates Available!

We have added SuccessBeat Templates into the campaign library. SuccessBeats are campaigns that use dynamic data to provide regular value updates to your customers.


Quick and Easy Access to Creator Campus with Single Sign-On

You can now sign in to our new Creator Campus with your Totango credentials in one click. This will allow you to enroll in great courses such as Managing a Portfolio in Totango and Creating Awesome Campaigns in Totango without having to create and log in to a separate account. Check it out!

Bug Fixes

[Bug Fix] We resolved an issue where users couldn’t complete tasks created via SuccessPlays. 

[Bug Fix] Advanced settings button for collection attribute would not work when editing collection in account profile. Issue is now resolved.

[Bug Fix] Users couldn’t create reports for any segment that contains a 'Multidimensional Health Rank' filter. Issue is now resolved.

[Bug Fix] We resolved an issue where editing active ongoing or recurring campaigns was not available to a SuccessBloc Collaborator. Creating any type of campaign is allowed but once active, the collaborator no longer has access to modify the campaign, even on campaigns where they are the creator. 

[Bug Fix] Unable to add some users as touchpoint participants, this issue is now resolved. 

[Bug Fix] We resolved an issue where health Scorecards did not reflect the user filters in card overlay. 

[Bug Fix] Fields in Rapid insight form appear to be duplicated and users are unable to remove duplicated fields. Issue is now resolved. 

[Bug Fix] Team spotlight would not reflect the Multidimensional health score. Issue resolved.

[Bug Fix] While we set up the 'Risk Status' metric in Health Designer, the health widget displays the incorrect metric as "Days in Risk status lifecycle Status". The issue is now resolved.

[Bug Fix] When creating a segment in Global SB and changing the segment name, the segment automatically saved to ‘My personal folder’ as private. The issue is now resolved.

[Bug Fix] ‘Created by’ column is not aligned properly for regular users (non-admin). The issue is now resolved.

[Bug Fix] Reply to touchpoint would not log the reply in Totango. The issue is now resolved.

[Bug Fix] When creating a report without selecting a segment, the users couldn’t open the report. This issue is now resolved.

[Bug Fix] Using Zoho integration, Attributes failed to write-back to Zoho and change the ‘Status’ field. This issue is resolved.

[Bug Fix] 'Add touchpoints' usage metric isn't populating any data when exporting Totango users to a csv file. Issue is now resolved.

[Bug Fix] We resolved an issue that appeared on our mobile app (Android) where some screens in the account profile would not load. 

[Bug Fix] When editing attributes' properties such as Date, Number, and Currency, via segment filters or columns, the green checkmark is cut off from the edit text box. This issue is now resolved.

[Bug Fix] We resolved an issue where users can create 5th level folders but can’t move resources into those folders. 

[Bug Fix] Archived account message page would appear blank. Issue resolved.

[Bug Fix] Google BigQuery integration job interpreting null values as text and returns null instead of empty values. This issue is now resolved.

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