Bulk Changes

Brittany Reichwald

Hi Team,

Occasionally as CSM's leave, or we shift accounts we need the tasks to automatically update. It would be great to have the assigned task change to the new CSM as the CSM field changes. 

I also need to update our attribute names and there is no way to do this one by one. It would be great if I could send you a CSV file with old attribute names and next to those, a column of what we would like the to be renamed to. 

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Comments

5 comments

Date Votes
  • Ashwini Sukhdeve
    • Edited

    Hi Brittany, 

    For the first part of your comment, you should be able do the changes as you disable/delete the old CSM from Totango. You can find the details about it here in our knowledge base article. 

    For the attribute name update, this is a great point and we certainly hear it from other customers about a way to easily update attribute. We will look into how we can improve this area. Thanks for your feedback. 

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  • Brittany Reichwald

    Thank you for the response. To clarify, on the first point, there are cases we do not disable the CSM as we are just shifting accounts. So only those account tasks would need to be assigned to the new CSM. 

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  • Ashwini Sukhdeve

    That makes sense. We might need to bring this functionality to other areas of the app.

    Thanks again for the great feedback! 

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  • Yagodnik, Katie

    Totango Team,

    We have also been asking for similar functionality. I added to the product wishlist a while back. This would really be a time saver for your team and myself. Thx, Katie 

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  • Matt Harmon

    As an admin, I'd like to update in bulk and set a bunch of tasks to closed or even delete them.  This is a feature that allows me to clean up things.

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