Touchpoint List View

Morrison, Denney

• June 05, 2020 14:37

Looking for the ability to list Touchpoints without them first being organized by account. It seems this is not available in the product and I'm finding it time consuming to review accounts.

On the agenda tab, in my portfolio, tasks are listed without first being organized by account.  Can something similar be done with touchpoints?

 

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  Vijay

  • June 05, 2020 17:11

  Denny,

   

  Thank you for the question. If you create a segment and go to the Timeline tab on the top right and then filter type by Touchpoint you can see a running view of all the touchpoints.

  In a segment a touchpoints only collection will be added next weekend that will allow you to look at all the touchpoints with any filters applied. Note Account will always be there in context since touchpoints live within an account...

  

   

  Cheers

  Vijay

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  Morrison, Denney

  • June 06, 2020 13:26

  Vijay, 

  You do see a list of touchpoints, however, they are filtered by account and as such, you have to scroll through every account including accounts that might not have any touchpoints. 
  
  Whereas, if you look at My Portfolio/ Agenda, you see how tasks are listed more conveniently and account is simply part of the details.

  Cheers,

   

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  Matt Nade

  • June 07, 2020 01:48

  I too was looking for this.  I envisage something like the 'Usage Monitor' executive console.

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  Vijay

  • June 08, 2020 19:13

  Denny / Matt,

  If the timeline view in segment somehow surfaced the accounts with touchpoints and push the accounts with no touchpoints lower in the list that would help right?

  Thanks

  Vijay

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  Morrison, Denney

  • June 08, 2020 20:14

  you have a great view in My Portfolio/ Agenda, why not just add another filter option for touchpoints?!?!

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  Ashwini Sukhdeve

  • June 08, 2020 20:22

  Hi Denny, Matt,

  Can you please explain your workflow with such a view? 

  Ashwini

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  Morrison, Denney

  • June 08, 2020 20:43

  a touchpoint is often like a completed task.. but, when you look at completed tasks in your agenda, you don't see touchpoints.

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  Morrison, Denney

  • June 08, 2020 20:46

  we review touchpoints in addition to complete tasks and since we can't list without them being filtered by account first, we can't cross-compare and review effectively, like we can with tasks/ Agenda view.

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  Matt Nade

  • June 08, 2020 23:17

  Our workflow is slightly different.....

  We're logging a lot of touchpoints via email to touchpoints@totango.com

  Being able to easily review 'all touchpoints logged recently' in a single timeline, and edit them if needed, would be useful..... as we often need to edit them after they are sent in via this method to add relevant information or participants, etc.

  If there is an improved way for logging touchpoints via email on the horizon (eg an Outlook add in, Gmail app, etc) which allows you to set this information when creating the touchpoint, this workflow may not be required.

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  Morrison, Denney

  • June 08, 2020 23:36

  I like that, that's even better than logging into Totango to log a touchpoint.. and agreed, we also would review touchpoint and make edits if necessary.  

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  Morrison, Denney

  • July 06, 2020 16:24

  @vijay, any update on this? ..it's getting tiresome sorting through touchpoints because they are always filtered by customer.

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  Vijay

  • July 06, 2020 18:16

  I am sorry Denny I don't have any updates on this as of now.

   

  Thanks

  Vijay

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