Timeline Activities: Changing the Account

This came up again today, so I’m commenting to bring it back up.  

Thanks, Heather. We are considering this enhancement in the short term.

I just added to a post about this subject in a related thread.  There are two additional instances of this request.  I’ll link them here so that the scope of this is added together.

I’ve had two separate instances this week of CSM’s putting an activity on the wrong account.  I need to be able to migrate an activity between account.

https://community.gainsight.com/cs-ideas-21/move-or-migrate-timeline-entries-to-different-account-ids-1997

https://community.gainsight.com/cs-ideas-21/ability-to-move-timeline-activities-across-accounts-33910

@toddmassey Thanks for redirecting them here.

Hi Gainsight Team-

This has happened several times on our CS Team especially using Gainsight Assist. Any updates on this request?

Hi @rsivesind , We don’t have an immediate plan to support Account change for the logged activities, so cannot comment on the timeframe. There are other high-priority items on which the team is currently working. If we see more people are upvoting it, we’ll definitely include it in our roadmap. 

Agree with this, and would also like to be able to move activities from one relationship to another.

I just assigned an email activity to the wrong account and want to move it to the correct account. Where is the field to do this?

We run into the need for two actions with activities frequently:

1. moving an activity from one account to another account for several reasons - gainsight email to timeline assigned to incorrect account, duplicate account names that we’re working on merging.
2. duplicating the same email or activity to several accounts for virtual meetings or emails with a centralized contact that works with several account entities.

@Chirag  what is considered upvoted enough for this? it’s over 25 which seems like a good amount.

We have an internal account and BCC and Google Chrome Plug-in is getting confused and we cannot correct where it is defaulting bc it recognized internal users/ contacts to the internal account.

This is causing a lot of confusion as it does not go to drafts so CSMs have no idea it is not being logged properly, and further they then are unable to make the correction.

Good morning, our team would greatly benefit from this capability. Thank you!

 Any updates on the timeframe for this?

This is definitely a needed feature. Mistakes happen, and we should be able to fix them!

Hi - 5 years later, and this is still a need.  Can we get any update on where this is on the roadmap?

Bumping this for an update

@revathimenon could we merge all these similar ideas together?  Also, can we get some PM eyes since they all have a TON of votes?
 

https://community.gainsight.com/cs-ideas-21/move-or-migrate-timeline-entries-to-different-account-ids-1997

https://community.gainsight.com/cs-ideas-21/ability-to-move-timeline-activities-across-accounts-33910

Yes!  Need to be able to change the account / relationship it’s associated with

There have been many upvotes for this feature; I would like to know when this will be implemented.

Thank you.

I have read through every other duplicate post on this topic and for 4 years this has been on “roadmap” but never got into a release.

Clearly this is an ask by so many Admins as this is a problem faced by everyone. Restricting changes to Timeline for Admins, is such a bad design idea in the first place.

Im curious to know what is the impact of a topic getting 175+ votes? Community users would feel empowered if there is a standard set for what votes will get a feature ask into the product.

@revathimenon can we please ask someone from Product to respond to this?

Hello @balajibv and others, We understand the disappointment and have prioritized this for scoping in our next quarter. We will be adding the capability to Reparent a timeline activity to a different company or relationship by the author as a first part of the scope and then later will be including granular permissions to allow non authors to also edit certain fields on a timeline activity. 
We will share the timeline once we start and have it in development from our team. 

That’s great news! 

Hi team, 

Adding my comment here as this is also a pain point for our end users. 

It would really save time for our end users in the long term if this feature was available to them. 

Thanks a mill!