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tom_gerth
Gainsight Employee ⭐️⭐️
May 30, 2018
Closed (Duplicate)

Ability to edit all Timeline entries

Related products:CS Timeline & Activity Tracking
  • May 30, 2018
  • 33 replies
  • 736 views
Currently, the only user that can edit a Timeline entry is the user that created said entry.

It would be good if there was some kind of permission that would allow an admin to edit all Timeline entries, regardless of who created it.

Is there anything like this on the roadmap?

33 replies

tanya_strauss
Contributor ⭐️⭐️⭐️
May 30, 2018
I could see a variation of this request being a surrogate (like someone's EA) to edit on your behalf. Perhaps the permission is universal for an Admin role but also each user could enable or disable having someone act or edit on their behalf. 
Director, Customer Success | Druva
sagan_sherlin
Helper ⭐️⭐️
May 30, 2018
+ 1 As an ADMIN, I would love this!  There are times that Managers are giving Demos and create 'test' entries - and later ask me to delete them.  In order for me to do so, I have to log in as them - it would be awesome if I could just stay under my profile instead.
pam
Contributor ⭐️⭐️⭐️
August 21, 2018
This would be fantastic! We are trying to use Timeline for a specific type of request for help internally, where the CSM documents the details and reviews with their manager. Once the manager approves it, the manager will create a task out of that Timeline activity for another group to review and assign out, documenting the timeline activity accordingly (e.g who it is assigned, when it was assigned, etc.).
arielab
Contributor ⭐️⭐️
December 11, 2018
this would really help us! if you can speed this up or share a status would be great

Contributor ⭐️⭐️
December 14, 2018
+1, if we could add this functionality, albeit with role-based access (RBAC) so that I as admin can grant access to A to edit timeline entries by B and C, but B only has permissions to edit for C.

cmultanen
Helper ⭐️
December 14, 2018
+1, this would be a great feature, especially with the new tagging functionality!

dan_ahrens
Expert ⭐️⭐️⭐️
December 14, 2018
Not saying that this is necessarily the approach we should take on this, but here is an example of how SFDC handles this with Chatter posts: https://releasenotes.docs.salesforce.com/en-us/summer15/release-notes/rn_chatter_feeds_edit_posts.htm

VP of Customer Success at Forcepoint
Contributor ⭐️
February 28, 2019
Interesting thread - Is it possible to have multiple gainsight users (eg dual CRMs) edit timeline entries for the same account - Not sure if there was a soluton provided - thanks in advance

alex_legay
Helper ⭐️⭐️⭐️
June 14, 2019
This came up today in support. Would be nice to let admins do this!

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 1, 2019
This came up for me today too. My use case is that the user is no longer with the company, and we need to go in and mark a flag on several activities to adjust reporting. I also had a request from a manager to be able to adjust for their employees as needed as well. For example, we have a Risk activity that the manager might need to add additional details to the dropdown fields available. The manager also requested the ability to move a Timeline activity to another CSM. Happy to provide additional details around the process to explain the use case better.