Skip to Main Content
Totango Product Wishlist

Share ideas to improve the Totango products, vote on ideas you like, and hear from other users

ADD NEW WISHLIST ITEM

FILTER BY CATEGORY

Account Profiles

Showing 27 of 498

Contacts Tab on Account Profile

It would be ideal to have an additional tab on the account profile - key info, timeline, plan, usage, assets, and CONTACTS. It would facilitate better contact management and visibility. The current contacts widget is small and requires several cli...
Kirsten Bardwell 12 days ago in Account Profiles / Contacts 1

Account Notes Section in Overview that is accessible from Segments too

Totango really lacks in ability to keep a static notepad where CSMs can put high level summaries and updates on an account that can easily be viewed by everyone else. An expandable note pad underneath the "Key Info" module on the Account Overview ...
Daniel 5 days ago in Account Profiles / Segments 0

Ability to customize Contacts module

Our Contacts module only displays Name, Account Role, and Account name. We currently use another attribute to assign roles, and it would be great to be able to replace Account Roles with this attribute instead, or in addition to. (The reason we ar...
Linda Kuo 3 months ago in Account Profiles / Contacts 2 Collecting Feedback

Ability to hide Subscription Information > Contract value (ARR)

There are two fields in Totango for Contract Value (ARR): Subscription Information > Contract value (ARR)Attribute > Contract value (ARR) The subscription information field provides the wrong amount, and we have no use for this field. It has...
Krystal Swift Dumesnil 9 days ago in Account Profiles 0

Add Totango Account ID to account's Key Info

Our Account IDs are also our customer differentiator in the product. Having that number in the Key Info section of accounts would be super handy! Our current workaround is to reference the end of the page url (which isn't intuitive).
Shona Fenner about 2 months ago in Account Profiles 0 Collecting Feedback

Decide what sub account fields to show on the parent account

Right now it just shows the name, the contract value and the health. But we have other attributes like customer journey stage that we would like to know for sub accounts rather than contact value. It would be good to be able to edit the fields tha...
MĂ©lanie O' Donovan 3 months ago in Account Profiles 2 Planned

Customize 'Usage' Tab, 'Contact' Pages

Hi team, We would love to see more ability to customize certain areas within the Account Profile, such as the 'Usage' tab. In an ideal world, we'd be able to pull in whatever user attributes we'd like to this section to make it more all-encompassi...
Guest about 1 year ago in Account Profiles / Totango Admin 0 Collecting Feedback

Optimizations for All Children / All Parents view of Timeline

I'm hoping to recommend 2 improvements to the Timeline view of a given account. 1. By default, most of my team *always* wants to view all children when viewing a timeline. https://capture.dropbox.com/AyNGsZioZbc2qKNG It'd be awesome if we could co...
Luke Johnson 7 months ago in Account Profiles / Totango Admin 1 Collecting Feedback

Remember my "hierarchical view settings" under timeline and contacts for each account

Currently for an account there are two places where "hierarchical view settings" can be applied. For example , Under Timeline I can select View as Current Account or Direct Parents etc The same goes for Contacts as well. As a user once I have set ...
Pulkit Saini 4 months ago in Account Profiles / Totango Admin 0 Collecting Feedback

Editing Text Attribute Without Suggested Text

When We add text in the field there is a list of irrelevant suggestions the system has and this is not user friendly at all. I ask this will be an option - if someone has the need for automatic suggestion they will use one kind of free text attrib...
Guest 3 months ago in Account Profiles / APIs & Data 3 Collecting Feedback