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Touchpoints

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Scheduled full sync for Touchpoints Outbound

There is currently no way to schedule a full sync for the SFDC touchpoints outbound integration. Scheduled full syncs are available for inbound SFDC options and, and there is a manual full sync for Touchpoints Outbound. Because of this, if we want...
Hayden Cederstrom 9 months ago in Touchpoints 0 Collecting Feedback

Create Contacts through Touchpoint

It would be so great to have the ability to add a person's name in the Touchpoints and when not recognized, be able to select to add as a New Contact from there. Current process is to either manually add new contacts prior to logging the Touchpoin...
Guest over 1 year ago in Touchpoints 0 Collecting Feedback

Touchpoints BCC holding account for not mapped contacts

We use the Touchpoints totango option a lot and love it. However I have one suggestion to make it even better. When we discuss the customer with a 3rd parties (let's say the vendor) we won't always include the customer into the e-mail communicatio...
Mark Govaerts about 1 year ago in Touchpoints 0 Collecting Feedback

Masking Touchpoint email for replies

Currently when someone replies to a touchpoint the touchpoint email address looks like spam. Alisa Laughlin and 13 others We would like this long email address to be masked, so our clients are not confused when it shows up in their reply.
Guest over 1 year ago in Touchpoints 0 Collecting Feedback

Allow limits to number of Touchpoint Reasons per touchpoint

It is currently possible to add multiple touchpoint reasons to each touchpoint. We'd like to be able to limit this to one touchpoint reason per touchpoint, as we've defined touchpoint reasons in such a way that each touchpoint should only fall int...
Hayden Cederstrom 10 months ago in Touchpoints 0 Collecting Feedback

Logging Touchpoints/Tasks with Calendar Meetings

Please consider making available the ability to create a task or touchpoint from a calendar invite similarly to logging a touchpoint via bcc-ing touchpoints@totango.com.
Guest over 1 year ago in Touchpoints 0 Collecting Feedback

Touchpoints Default BCC Enhancement

With Release 220, you can add the 'TouchPoint Default BCC Email' attribute to an account to ensure that Touchpoint emails to a contact who is associated with multiple accounts are always associated with the specified account.Please respond to this...
Brooke Meneely 7 months ago in Touchpoints 0 Collecting Feedback

Option to turn off email sender receipt of Touchpoint thread response

Each time I send a response to a touchpoint thread, I get my own response back in the thread update. I would like the option to not receive the thread response I just sent out. Can we have a toggle on/off button in settings or in the TP itself?
Kirsten Bardwell 3 months ago in Touchpoints 0 Collecting Feedback

Enhancement to BCC Touchpoints

Expanded bcc Touchpoint logging functionality. Use case: Infinite Campus provides User Group meetings for a number of customers in a region (not connected via hierarchy, separate customer accounts, i.e. dozens of school districts in Ohio). At the ...
Patrick Nottingham 7 months ago in Touchpoints 0 Collecting Feedback

In Add A Task from Touchpoint - be able to paste a screenshot

I use Snagit and do not want to have to save it as an attachment and attach it. I need to be able to just paste into the body since sometimes I need it in line to illustrate a problem.
Guest about 1 year ago in Touchpoints 0 Collecting Feedback