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samantha_braastad
samantha_braastad
Contributor ⭐️⭐️⭐️⭐️⭐️
February 22, 2017
Question

Allowing Timeline logs to be edited after being saved

  • February 22, 2017
  • 15 replies
  • 229 views
Our CSM's occasionally have to go back to a timeline entry a few weeks later to make an updated. Either additional detail to a conversation that was logged or additional details on a resolution to an issue that was logged. Currently, they would have to keep in it drafts until they were 150% confident that no additions would be needed which can be difficult to predict. 

    15 replies

    kommu_gopi
    kommu_gopi
    Contributor ⭐️⭐️⭐️
    February 23, 2017
    Hi Samantha,

    If you are referring to Activities and Timeline..

    The owner of the activity can update it any point of time, we are supporting edit / delete actions..

    Do mouse over on the activity header, you will get edit and delete icons [options will be visible only for the creator of the activity]
    berin_bezmen_9a2cd6
    berin_bezmen_9a2cd6
    Contributor ⭐️⭐️⭐️
    April 28, 2017
    It would be great if other team members could edit activities on the timeline if they are not the creator. We have CSMs that share accounts and they want to be able to edit eachothers notes
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      May 2, 2017
      Hi Berin,

      Thanks for the post. For your use-case, will the permission to edit activities be by account (few CSMs have access to edit activities in an account) or by role (e.g. admin can edit all post)

      Thanks,
      Nitisha 
      berin_bezmen_9a2cd6
      berin_bezmen_9a2cd6
      Contributor ⭐️⭐️⭐️
      May 2, 2017
      Yes it would be by account - so each CSM can edit certain account notes. The latter could be useful for our Team Leads and Director's to be able to edit it all but the former is more important or us. Thanks!
      roxanne
      roxanne
      Contributor ⭐️⭐️
      August 15, 2017
      Can the Admin also edit the activity itself? Once a timeline activity is logged, I do not have the ability to change the activity, only the dialogue underneath? And if so, will this function ever be changed to allowing the user this ability? Thanks!

        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        August 17, 2017
        Hi Roxanne,

        Just for our understanding, if you have to choose one - would you like to have the permissions to edit all activities across all accounts or would you want the CSM of each account to have permission to edit all activities of their account?
        trevor_shand
        trevor_shand
        Helper ⭐️
        August 23, 2017
        I'd like the ability to have any CSM edit the timeline post of any account. The use case being, if multiple CSMs were on a meeting they could add their notes individually. Additionally, if someone is assigned a task and they need to post an update or what they found out, they can do that if they can edit.
          seth
          seth
          Expert ⭐️
          September 25, 2017
          I'd like, as an Admin, to be able to edit the activities across all Accounts.

          I just added a checkbox field to our Activities ("Success Story"), and I'd like to be able to go back and check it off for those existing Activities that contain a customer success story.
          AI Transformation @ Gainsight
            jen_pakravan
            jen_pakravan
            Contributor ⭐️⭐️⭐️⭐️⭐️
            October 10, 2017
            We also usually have a CSM and a CSE (their technical counterparts) assigned to the same account and it's really quite a blocker that someone else other than the creator can't edit the activities.
              jen_pakravan
              jen_pakravan
              Contributor ⭐️⭐️⭐️⭐️⭐️
              January 5, 2018
              Is there an update on this?
              Show more replies
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