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.

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alizee

VIP ⭐️⭐️⭐️⭐️⭐️

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.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

alizee

VIP ⭐️⭐️⭐️⭐️⭐️

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.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

andreammelde

Helper ⭐️⭐️

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

Andrea Carroll

P

pgrajek

Contributor ⭐️⭐️

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

anirbandutta

Expert ⭐️

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

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

It's an opportunity for engagement

andr_raposo

Helper ⭐️

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.

anirbandutta

Expert ⭐️

@Bhawya could you pl take a look at this.

It's an opportunity for engagement

B

bdudro

Contributor ⭐️⭐️

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.

anirbandutta

Expert ⭐️

@Bhawya could you pl take a look?

It's an opportunity for engagement