Plan Summary on Account page - Request for historical change log

Sarah Zaretsky

• June 14, 2021 15:19

Would be great to have some sort of historical log that captures all changes to the Plan Summary section of a customer account page.  I realize history can be captured in the objectives and related tasks/succesplays etc.  However, key summary info will be captured in the Summary section and if this is live/overwritten each time there is a change important history of key account info will inevitably be lost. 

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  Vijay

  • June 14, 2021 21:43

  Sarah what did you have in mind if history was available? How do you anticipate it being used?

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  Sarah Zaretsky

  • June 15, 2021 00:18

  A lot of account information is able to be put into fields, tasks, etc. within Totango.  However, there are some key items we would like to keep just at the Plan Summary level that do not have or need specific fields but are necessary for the quick overview of the account.  With this in mind, would like to be able to capture changes to these items as they are generally updated after each Business Review meeting with the customer.  Currently this information is captured in word documents - would be great to move that into Totango! 

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  Luke Johnson

  • August 05, 2021 15:46

  I swear I requested this myself somewhere else too. Maybe it was only on a call with my rep. Anyway ... being able to see the current plan as well as how the plan has changed over time would be huge!

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