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kcsp
kcsp
June 19, 2019
Released

Ability to Move Timeline Activities Across Accounts

Related products:CS Timeline & Activity Tracking
  • June 19, 2019
  • 66 replies
  • 2106 views

There are instances where a CSM enters a timeline activity to an account, but it was added to the wrong account and needs to move to another account. There's currently no way to copy or move an activity to another account. The CSM has to re-enter information on the correct account, and this can be a lot of manual re-entry that would be more efficient if a "copy to" or "move to" functionality existed.
 

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    phani_kumar
    phani_kumar
    Gainsight Employee ⭐️⭐️
    April 23, 2020

    There are instances where a CSM enters a timeline activity to an account, but it was added to the wrong account and needs to move to another account. There's currently no way to copy or move an activity to another account. The CSM has to re-enter information on the correct account, and this an be a lot of manual re-entry that would be more efficient if a "copy to" or "move to" functionality existed.
     

    +1. It really saves a lot of time for the users if we can have an option to “Copy” or “Move” the Timeline Entries from one Account to Another Account in case of wrongly entered.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      April 24, 2020

      @All, Thanks for bringing this up! We are considering this enhancement in the short term.

      andrew_cummins
      andrew_cummins
      Helper ⭐️
      August 26, 2020

      We also need this please. It is VERY unfortunate and time consuming to have to duplicate the timeline entry on another account. The “copy” feature is nice on the timeline entry but it only copies the content. We need the ability to move the timeline entry to a different account please. 

        andrew_cummins
        andrew_cummins
        Helper ⭐️
        August 26, 2020

        This should be enough votes to move this from consideration to build right????

          cnichols
          cnichols
          Helper ⭐️
          August 26, 2020

          We have had the same issue occur and would love for this feature to be put into the product. 

          sai_ram
          sai_ram
          Expert ⭐️⭐️
          August 27, 2020

          @All, considering this as priority and will make sure to get the reply quickly from product team. Thanks all!

          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          August 27, 2020

          Hi All,

          We are making progress in this direction. We will first add the capability for the admins to mass edit activities (changing accounts, activity types etc.) and then we will give this capability to end user as well. Admin level enhancement tentatively will be available in Q4.

          andrew_cummins
          andrew_cummins
          Helper ⭐️
          August 27, 2020

          @nitisha_rathi  This is good but why give the admin access to something that the CSM needs to manage? All they will do is come to me like I come to you. I can’t think of a time when I need to bulk change. Do you have a user story for bulk change? I imagine anything coming in to support has been one off not bulk change. Maybe I’m wrong….

            kcsp
            kcspAuthor
            August 27, 2020

            @nitisha_rathi  This is good but why give the admin access to something that the CSM needs to manage? All they will do is come to me like I come to you. I can’t think of a time when I need to bulk change. Do you have a user story for bulk change? I imagine anything coming in to support has been one off not bulk change. Maybe I’m wrong….

            +1 on this. I typically get one-off requests from the CSMs. Empowering the CSM to make changes to their own accounts/activities would provide a better end user experience than having to route through the admin each time.

            The only instance I can see the need for bulk changes from the admin (at least for us) is when we have a SFDC hierarchy change. We have our CSMs create Timeline activities on the Parent account, and our SFDC hierarchies can change frequently. This would require the CSM to move one timeline entry at a time. A bulk change would be beneficial in this instance.

              nitisha_rathi
              nitisha_rathi
              Expert ⭐️⭐️
              September 18, 2020

              Makes sense. Enabling this capability for users is on our medium term roadmap.

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