Touchpoints

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minimise hide touchpoints in timline

I know that we can filter touchpoints but it would be useful to be able to minimise or hide touchpoints (especially duplicates such as User has completed a task, details of task completion) Just so I can create a strategic view of what I need to s...

Naomi Ralph 5 months ago in Touchpoints 0 Collecting Feedback

3 VOTE

Log contact replies to campaign emails as touchpoints on the timeline

When emails are sent to customers through campaign emails, their response is not collected on the account timeline or logged as a touchpoint unless the Totango user responds and BCCs touchpoints@totango.com. The option to allow responses to those ...

Erica Waldorf 5 months ago in Campaigns / Touchpoints 0 Collecting Feedback

5 VOTE

Touchpoints / Contacts

If a participant is added to the participants list that is not already recognized as a contact for that account, prompt the user to create the contact

Lydia Render 10 months ago in Account Profiles / Touchpoints 0 Collecting Feedback

1 VOTE

Dedicated Meeting Link section on Touchpoints

I would love for there to be an additional field that is dedicated to a link of a recording of a meeting. While it's great to have it has an attachment, would be easier to quickly access the link without having to click into the attachments.

Colleen Grande 2 months ago in Touchpoints 0 Collecting Feedback

2 VOTE

Ability to print out a complete timeline history

We sometimes have to share the activity history for an account with people who do not have access to Totango. Being able to download the timeline for printing or sharing electronically would be helpful.

Kim Tafiti 5 months ago in Touchpoints 0 Collecting Feedback

7 VOTE

Ability to add Touchpoint data/attributes into campaign text

My team would like the ability to add data points based on Touchpoints within the body/text of our campaign emails. Right now, we can only dynamically add account or user level data/attributes. We would find Touchpoint data useful in running our C...

Guest over 1 year ago in Campaigns / Touchpoints 0 Collecting Feedback

4 VOTE

Extended ASCII for Touchpoint notes

This is a request to display extended ASCII for Touchpoint notes so that special characters in non-English touchpoints are properly displayed. This is an example of what we see today for special characters:

Hayden Cederstrom 10 months ago in Touchpoints 2 Collecting Feedback

5 VOTE

Expand Options for 'Touchpoints' Field

As of today the max. date the 'Touchpoints' field can go back is the last 30 days. It would be really helpful to expand the options here to make the date range more flexible (last 90, last 180, last 365, etc. OR current quarter, current month, etc...

Guest about 1 year ago in Touchpoints 0 Collecting Feedback

1 VOTE

BCC Warming Message: Do you really want to BCC 40,000 messages?

Add a warning when you use the bcc feature that alerts the user to how many messages will be bcc.

Brian O'Keeffe 3 months ago in Touchpoints 0 Collecting Feedback

4 VOTE

Tasks/Touchpoints: Expand the # of characters allowed in a touchpoint to more than 20k

Expand the # of characters allowed in a touchpoint to more than 20k

Jeremy Donaldson 11 months ago in Touchpoints 0 Collecting Feedback

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