Plan Summary on Account page - Request for historical change log

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3 comments

  • Vijay

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

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  • Sarah Zaretsky

    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

    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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