Ability to Move Timeline Activities Across Accounts

+1 to needing this functionality. Our CSMs have been seeing several instances of timeline activities being logged to the incorrect account from the Gainsight Assist extension and it has been time consuming for them to manually delete and re-enter their activities.

Hey @timellis, great to know that you are looking forward to this enhancement and thank you for your post. We will have our Product Manager look into this post and give you a clear answer and roadmap to this. 

@timellis This is in our roadmap. It may not be in a short term as this may involve changes in the data model.

@timellis Yes, this is part of our roadmap. We will update once we plan to ship it.

@timellis Yes, this is in our roadmap but because of other high priority items we haven’t been able to take it up.

This is needed and in the process, can we please enable rules engine to write to activity timeline? Would help migrate activities over to accounts and also batch create activities, for example when a group of people attend a specific product related meeting or such. 

Would be great to also be able to do this from the general timeline (as opposed to the company or company > CTA or scorecard etc.) timeline, to be able to reassign the entry to the right company from there.

We run into this with the BCC to Timeline and the Google Chrome plug-in. We have an internal account with some internal contacts associated to it. If the bcc does not recognize the external contacts, it defaults to our internal account.

This causes issues bc there is not a notification that the timeline entry went to an account, and it does not allow the CSM to correct bc you are not able to change the Company on the account

This just came up today with my CSMs after some account restructures. 

@soumitrasahu do we have anything in the works that we can share?

This would be GREAT to have.

In our case our CSMs work with partners (that also exist as company records in Gainsight) and it’s not uncommon for emails that should be logged in a customer timeline to get logged into the partner’s page. 

@Bhawya could you pl take a look at this.

We run into this issue constantly and have a great desire for it to be developed. Ideally it would also be beneficial if we could somehow run a rule or function to migrate all activity data from one account to another.

@Bhawya could you pl take a look?

We have a handful of CSMs this would be useful for. Is there a status on this?

We recently encountered this issue. It would be helpful to be able to move these.

Any update on this idea? 

Asking our CSMs to manually delete and re-enter their activities anytime that they are incorrectly logged is really not a good experience for them and a unnecessary chore. 

Ran into this issue today -- would be great to have this feature! 

Also running into this issue - is this still Under Consideration? Any movement here?

@Bhawya is there any update to this request? It has been “on the roadmap” for what appears to be several years now but I don’t see any progress on this nor has there been a response from anyone in product for a year at this point. 

This is a 5 year old version of the same request:

and there’s another comment above with links to similar requests.

Thanks! cc: @anirbandutta 

Given the overwhelming number of requests understand the need for this feature and we will certainly consider having this feature included in our planning. At the same time I would also like to mention that we are working on certain strategic priorities and as such prioritisation will be a challenge.

What priorities would be over a customer request created 4 years ago with 100 votes?? 

Also 45+ comments….

Adding another upvote for this functionality