Touchpoints

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Touchpoints: remove character count

Customer wants us to move the character count overlay when writing a touchpoint. Says this overlay gets in the way of the text and is annoying to their end users. asked to have this shifted out of the pane view and into the side bar area where it ...

Mike Sturm 8 months ago in Touchpoints 0 Collecting Feedback

2 VOTE

Add touchpoint date field to mandatory follow-up touchpoints

At the moment, a task's mandatory follow-up touchpoint doesn't have a date field: The date that is applied is just the current date. The only way to change this is to edit the touchpoint after it's been completed. Adding a date field would allow u...

Hayden Cederstrom 8 months ago in Touchpoints 0 Collecting Feedback

4 VOTE

Ability to see CC email addresses in the Touchpoint Email reply

We have a customer replied a Touchpoint email and asked us to contact a reseller in the email cc list. The cc'ed email list is not shown up in Totango under touchpoints. Wonder if you can add cc'ed emails in the touchpoints.

Guest over 1 year ago in Touchpoints 0 Collecting Feedback

4 VOTE

Add meeting plan for future meetings - Similar to Add Touchpoint but for the future

The "Plan" page is one single page that cannot be segmented by date and lacks the following desired functionality: I would like to be able to create meeting plans (similar to the way you would create a task) that can be added to iteratively. I wou...

Guest over 1 year ago in Touchpoints 0 Collecting Feedback

2 VOTE

Accent Marks when logging Touchpoints directly from MS Outlook

When sending a Touchpoint through Outlook copying touchpoints@totango.com, the Totango does not recognize the accentuation marks in Portuguese and Spanish. It will be important having this problem fixed maybe there are some important information w...

Julio Oliveria 9 months ago in Touchpoints 0 Collecting Feedback

2 VOTE

Add Touchpoint Creator Role Attribute

We'd like the ability to filter for touchpoints created by users with a specific role. Our use case is that we'd like to understand how many coaching session touchpoints were created by our Product Specialist team in a particular timeframe. We can...

Hayden Cederstrom 9 months ago in Touchpoints 0 Collecting Feedback

1 VOTE

Touchpoint box visibility in tasks when not required

Having the touchpoint box visible for tasks where it is not required causes a lot of confusion. We would like to have a way to collapse the Touchpoint box when setting up the successplays/tasks for our teams when it is not required. If this isn't ...

Ariel McCollough 5 months ago in Touchpoints 0 Collecting Feedback

1 VOTE

View contact timeline

I would like to see the inteactios with a specific contact, like the timeline view for the account but for a contact. When i'm on a contact view in addition to key info and usage i would like to see the touchpoint (emails, meetings, etc) that i ha...

Claudia Vogel 5 months ago in Contacts / Touchpoints 0 Collecting Feedback

4 VOTE

Expand Filtering Options on Outbound Tasks/Touchpoints

The filtering options on outbound Tasks and Touchpoints is very limited. The allowed fields are not helpful. We need to be able to filter on additional fields, such as Created Date, SuccessPlay, Status and Due Date, but ultimately, I'm not sure wh...

Guest over 1 year ago in Touchpoints 0 Collecting Feedback

1 VOTE

Ability to block Touchpoints date

When you create a touchpoint you can change the date now to days before to match some of your other activities but it will be good to have the option of blocking the date so they can submit the touchpoint in the actual date.

Guest 5 months ago in Touchpoints 0 Collecting Feedback

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