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tom_gerth
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
  • 737 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

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    jeremy_johnston
    jeremy_johnston
    Helper ⭐️
    January 3, 2020

    Agree that Admins having Edit permissions on all Timeline entries would be useful!

    -JJ
    kytpowell
    Contributor ⭐️⭐️⭐️
    April 14, 2020

    Admins should at least have permissions to edit or remove entries. Especially if someone leaves the company and we cannot edit or remove is not ideal.

      Kate
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 29, 2020

      +1 we need this

        CurtisValentine
        CurtisValentine
        Helper ⭐️
        August 13, 2020

        Or if at the very least, you could control which admins had access to edit/delete timeline entries. That way not all admins automatically get access to delete.

        Zac
        Contributor ⭐️⭐️
        December 2, 2020

        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. 

        Yes, this would be very helpful in my use case.

         

        We have activities that are tracked for things like critical issues. Recently, we had a CSM transition their accounts to a new CSM with some open issues that had been logged in the timeline. Now that they have been resolved, the new CSM is not able to go in and update the activity which in turn, is creating CTAs for them to action the open item. If the person who owns the account was able to edit timeline activities for that client, or if they were somehow able to be made a surrogate it would have resolved the issue here. 

        josh.berger
        Contributor ⭐️⭐️⭐️⭐️
        December 16, 2020

        Adding another vote to this idea. It would be helpful if admins had the ability to edit or delete any timeline entry. For transparency and accountability there should also be a log of all of these actions that is not editable. 

          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          February 16, 2021

          This is on our short-medium term roadmap. ETA to be decided.

            cynthiam
            Contributor ⭐️⭐️⭐️
            February 26, 2021

            Another +1 for this feature and happy to see that it’s on the roadmap!  For us, the ability to add tasks to the timeline post from multiple users is just as important as the ability to edit the text and update the notes.  

             

            Also, every now and then the email-to-Gainsight feature doesn’t log the timeline post in the right company and we need to be able to edit and associate it to the right company.  I don’t think there is a way to do that right now but please let me know if there is!    

              sai_ram
              sai_ram
              Expert ⭐️⭐️
              March 2, 2021

              @cynthiam thanks for your vote(add tasks to the timeline post from multiple users).

              For the second(email-to-Gainsight feature) request, could you please create a new post for better tracking?

                cynthiam
                Contributor ⭐️⭐️⭐️
                March 3, 2021

                @cynthiam thanks for your vote(add tasks to the timeline post from multiple users).

                For the second(email-to-Gainsight feature) request, could you please create a new post for better tracking?

                No problem!  Here you go:  

                 

                An another similar I created last year:  

                 

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