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jp_mehlhaff
jp_mehlhaff
Contributor ⭐️⭐️⭐️
October 31, 2018

change account in timeline

  • October 31, 2018
  • 3 replies
  • 68 views
Can you change the account associated with a timeline activity once the activity is logged?

Use case: CSMs are adopting the sally/slack integration more. Since the integration looks up based on account name, CSMs are accidentally logging an activity on the wrong account. Example: we may have a SFDC account named Box and another one named Box, Inc.

In SFDC, you can change the related to field on the task to a different account, but I'm not finding a way to do that in Gainsight. Any ideas?

    3 replies

    dan_ahrens
    dan_ahrens
    Expert ⭐️⭐️⭐️
    November 2, 2018
    Hi John, this isn't currently an end user facing capability, but you can contact our support team and they can help with this.

    VP of Customer Success at Forcepoint
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      April 24, 2019
      Hi John, 

       

      Thanks for posting and sorry for the delay response.

      We like the idea and I would like to take the feedback of other customer on the same request.

       

      @All, please hit like or post your comments to increase the priority on road-map.

      Thanks for posting!

       

       

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      May 22, 2019
      I've run into this same issue twice this week. I've been instructing them to just use the Copy to Clipboard to recreate, but would be great if they could just change the account. Maybe in Global Timeline?

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