Ability to delete/edit standard attributes

Danielle Young

• August 21, 2020 20:53

We would like the ability to delete/hide/remove standard usage attributes visible in the hiearchy. For example, the Attributes Active Days and Active Users that appear in the data hiearchy are not applicable to our data but are a standard requirement in the system. To complicate things further, data is populating in these fields but we have no idea what it is and where it is coming from and will need to educate our team to disregard the fields. This is distracting, not helpful for end users and degrades trust in the system for end users. 

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  Danielle Young

  • August 24, 2020 19:49

  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

  • August 26, 2020 22:52

  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

  • August 28, 2020 02:02

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

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  Danielle Young

  • August 28, 2020 03:24

  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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