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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
  • 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

cmultanen
Helper ⭐️
April 21, 2021

+1, glad this is on the roadmap. It would also be helpful if admins could move Timeline activities from one account to another. We run into situations where CSMs are accidentally logging activities to the wrong call and then have to manually move them over. 

kvanderwyk
Contributor ⭐️⭐️
August 30, 2021

+1 for this, would be super useful!

chelseahopkins
Contributor ⭐️⭐️
August 5, 2022

+1

Surely this is basic functionality right?

I can understand why normal users are not able to amend the timeline entry, but surely an admin who oversee the system should be able to amend/update this?

So without GS’s help, we cannot update/amend risks on a timeline that were owned by a colleague that has now left.

@nitisha_rathi please can you provide an update on this?

Chelsea Hopkins
Contributor ⭐️
September 26, 2022

+1 for this - really critical to be able to edit these

Contributor ⭐️
November 16, 2022

+1 the ability for users and admins to edit all timeline entries would be very useful.

anirbandutta
Expert ⭐️
November 17, 2022

+@Bhawya on this idea

It's an opportunity for engagement
Contributor ⭐️⭐️⭐️
November 18, 2022

+1000000 to this

For example if a CSM leaves our organisation and have created risks activities, we have to as GS support to change these risks to a different user so we can update them/solve them, surely it would make sense us as admins to have the ability to change these.

Contributor ⭐️⭐️
May 12, 2023

+1 We leverage the Gong integration to auto generate meetings and rely on Meeting Reasons to understand in what context the teams are interacting with customers. They collaborate with AEs regularly who often handle scheduling when related to new products, expansions, etc. CSM is unable to designate Meeting Reason when an AE schedules the meeting. Ideal would be to allow CS/account owner or any internal attendees to edit timeline activities.  

Helper ⭐️⭐️⭐️
May 15, 2023

 

Hello All! Valid use cases and we do plan to solve this but we have not been able to prioritise it because of other higher priority features. As we get some clarity on timelines, will update this thread.

ankitify
Contributor ⭐️⭐️
September 28, 2023

+10 As a Gainsight Admin, We do need this functionality.