Ability to delete/edit standard attributes

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4 comments

  • Danielle Young

    We would also like to add that this causes additional confusion when creating segments because all of the available attributes in the system pop up as an option to pull into a segment. It is then trial by error in which attribute to pull in that are applicable to the segment you are trying to create. As specific example of this is when trying to add the Contract Value Attribute to a segment, when I type in contract value to the search, the standard attributes Forecast Contract Value and Last Contract Value Change Date pulls up as an option, although not applicable to the account. This can cause confusion to a User that is not familiar with the system. 

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  • Danielle Young

    Another example of a standard Attribute that is causing an issue for us is the Account Create Date. This is a standard Attribute that you are forced to populate at all levels in the hiearchy. This is applicable at the account level with data flowing from Salesforce (although we do not deem it necessary to populate in the key info section ad you are forced to). At the other levels in the hiearchy, there is no data flowing from Salesforce into this Attribute as this this field is not applicable. Because there is no data flowing into these fields, the default is for the field to populate the date the "account" in Totango was created. By "account" I mean the actual level in the hiearchy. This data field is glaring in the key info section, is not accurate and not necessary. You also cannot mass delete or update this date via a segment. You can manually delete the date but not in bulk and has to be editable at all levels in the hiearchy. 

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  • Danielle Young

    Another Attribute that is standard and not needed is License Utilization. 

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  • Danielle Young

    Another Attribute that is standard and not needed is Account Role. Additionally, this is a standard text field that cannot be edited to a different type of field like a multi select, etc. 

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