Released

Ability to Move Timeline Activities Across Accounts

Related products:CS Timeline & Activity Tracking

Forum|Forum|7 years ago
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.

Show previous replies

melissa_eaker

Contributor ⭐️

+1 on this functionality and for CSMs to have the ability to self serve. This is a regularly used feature in Salesforce and it would make sense to exist within Gainsight timeline as well.

A

ana_g

Helper ⭐️

Still needed! Especially as we are constantly creating new parent/child account relationships and moving entries from the parent to new children per CSM request.

Anastassia Goidina

nitisha_rathi

Expert ⭐️⭐️

We are not able to work on this enhancement due to other priorities but I completely understand the need and we will try to pick it up in short-medium term.

M

mkivisto

Contributor ⭐️

Does this also cover the ability to move timeline entries to a CTA timeline?

Some use cases:

You log an email to C/R360, but then identify and create a Risk CTA and that email should be on that timeline
You want to log to timeline, but have to manually copy/paste the email if you want it on the Risk CTA timeline

timellis

Contributor ⭐️⭐️⭐️

I could really use this as well - is it on the roadmap?

G

gsombatsaphay

Contributor ⭐️

+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.

Cornelia

Contributor ⭐️⭐️⭐️⭐️⭐️

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.