Scrolling Touchpoints

Available

Danielle Young

• September 22, 2020 22:40

Prior to Totango, our Team was using Google Docs for their notes. Since implementation, we have received feedback from several Team Members that they would like Touchpoints to act more like a Google Doc that has a rolling scroll vs having to click into each note individually on the account. We recognize this might not be as easy as it seems due to logging Successflows, etc.

At a minimum, it would be helpful to able to take emails out of the timeline view if possible. This might aide in more of a scrolling notes feels like a Google Doc. It would also be nice just to be able to see emails sent to a customer separate from other account notes. We understand that email is a Touchpoint type, but would be great to be able to differentiate in terms of the way we work.

 

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• Official comment

  

  Vijay

  • September 13, 2021 16:44

  You can now filter by Touchpoint Types and Reasons.

  Cheers

  Vijay

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  Vijay

  • September 22, 2020 22:57

  Hi Danielle,

  I am assuming you mean scrolling timeline.. Are you saying that the emails should expand automatically helping user read? I am not following the Google doc connection and the timeline..Could you elaborate?

  Thanks

  Vijay

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  Danielle Young

  • September 23, 2020 12:44

  Hello Vijay,

  Yes, scrolling timeline, my apologies. Or any way to view just internal notes and seperate those from emails. Right now, an email is a touchpoint type. So if you would like to view just your internal notes, you have no way of separating those out from emails that have been sent.

  I hope this helps! Let me know if you would like more information.

  Danielle

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  Sean Maguire

  • September 23, 2020 15:50

  I like this recommendation. Timelines already offer a filter for Event Type. Perhaps adding an additional filter option for Touchpoint Type would help

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  Ashley Butler

  • July 28, 2021 14:19

  The ability to filter by "Touchpoint Reason" in the Timeline would also be a great addition! 

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  Luke Johnson

  • September 14, 2021 15:26

  This is great! Thank you!

  -Luke

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