Ability to Re-deploy/delete Success Plays in a Mass fashion

Kristin Hallas

• November 20, 2019 19:18

It would be nice to re-deploy/re-assign and/or mass close/delete success plays.

1. In the case were someone is no longer supporting a large amount of accounts/work, would be nice to re-assign all their work at once to someone else.

2. In the case where someone just clicks through and closes tasks and we need to re-deploy, it would be nice to have the option to delete a lot of tasks at once and re-deploying the without the need to do one at a time or clone and deleting the success play and re-deploying the entire thing.

4

• 

  Vijay

  • November 20, 2019 19:49

  Kristin 1 is supported in the application today. You can do this in Global Settings > Totango Users click on the 3 dots against the user you want to reassign and choose "Reassign User Resources".

  I did not understand what you mean by re-deploy in point 2.

  0

  Comment actions Permalink
• 

  Kristin Hallas

  • November 20, 2019 20:11

  Thanks Vijay! I didn't know that enhancement existed.  

   

  For #2 - I had someone that went in and closed out (just clicked to complete a bunch of work) and some of it was assigned to others or didn't get the touchpoints put in when they closed  So now I want to delete those and re-open them so that they will re-fire and we will get the right information in there.  For this time, I did it manually (task by task) but I would love the option to select many tasks at once and delete them and then have them re-assign at one time.

  0

  Comment actions Permalink
• 

  Jimmy Thomson

  • November 21, 2019 18:22

  For #1 - it'd be helpful to be able to reassign those at the account level.  So if your CSM changes on the account for example, being able to reassign a large amount of tasks/SuccessPlays to the new CSM (vs. having to assign all of the original CSMs work at the User level as you describe Vijay).

  0

  Comment actions Permalink
• 

  Vijay

  • November 21, 2019 20:01

  Kristin thanks for explaining. I understand now.

  Yes Jimmy. That has been asked by other customers as well and we will need to do that sometime in the future.

  0

  Comment actions Permalink

Please sign in to leave a comment.