Both the month and quarter time filters allow for the selection of "previous" month or quarter as well as Last XX Days but for the days time filter the only options are last 3 days, last 7 days, and last 14 days. The ability to compare Week over W...
about 2 months ago
We would like to see the history data of field updates and pull this to understand the status of the accounts. This is relevant for us to track the team's KPI. Looking for both fields that were updated manually and automatically with a rule setup.
Ability to use all segment types (Account, Collection, Touchpoints, etc) in Reports
Currently, you can only use Account level segments in Reporting. You can't even use an Account level segment that uses collection-level filters within reporting. This is a huge gap - our organization has a lot of critical data in Collections, beca...
The current reporting capability is pretty bad. Imagine putting a presentation where you want to display the customers consumption on ppt. I can create bar chart and paste 6 customer related bar charts on one slide. But on totango i would have to ...
5 months ago
Ability to fix renewals showing in incorrect quarter
Totango takes a snapshot at the start of the quarter for accounts in renewal. If there has been any admin errors on the renewal dates then you're stuck with a renewal in the segment filter of "Renewable Accounts in the Current Quarter" and it's al...
Currently, we have unique roles working within Totango and associated with accounts. The unique roles are assigned different tasks on an account. Currently, task reporting is limited to the account vs unique role on the account. As a result, in Sc...
As of today when applying a filter in areas like Work, Timeline, and Agenda, the system doesn't narrow down the list of results to solely those that meet the criteria -- it still surfaces accounts where the criteria are not met and says, "There ar...
over 1 year ago