Released

Ability to add notes or modify the text in Timeline

Related products:CS Timeline & Activity Tracking

Forum|Forum|9 years ago
January 25, 2017
7 replies
86 views

+1

michael_sweeney
Helper ⭐️

I have been talking to a customer who would like to have the ability to allow at least the people who were tagged in the message to be able to add notes or modify the text in the Timeline view.

+4

manu_mittal
Gainsight Employee ⭐️
Forum|Forum|9 years ago
January 26, 2017

Thanks for sharing, Michael. We'll surely explore this and figure out what can be done for Spring. Would extending to internal attendees suffice, you think, or have you come across other suggestions/ideas on who should be able to modify posts?

Like

melissa_hatter
Contributor ⭐️
Forum|Forum|9 years ago
June 14, 2017

We've started using Timeline extensively but this limitation has hindered us as as we collaborate on timeline tasks/meetings/events as a team but only the creator can make edits or updates. Please, please, please (with sugar on top), open this up so others in Gainsight or those permissioned can make edits/updates as well. Also, it would be very helpful to be able to send an email directly to a timeline and upload attachments.

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jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Forum|Forum|8 years ago
January 26, 2018

Any update on this?

Like

+1

sai_ram
Expert ⭐️⭐️
Forum|Forum|8 years ago
February 8, 2018

Hey,This is valid use-case and we have added it to our road-map,ETA unknown as of now. Thanks for posting

Like

haleylund
Contributor ⭐️⭐️⭐️
Forum|Forum|4 years ago
December 9, 2021

Hello, our CSM’s are also requesting for the ability to allow others to modify timeline entries. For example, two CSM’s were on a call together and one took notes and the other wanted to add their notes to the same timeline entry rather than add to the comments, but is unable to edit a timeline entry added by another CSM.

Haley Lundgren, Customer Success Enablement