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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.
 

66 replies

Contributor ⭐️⭐️
August 26, 2024

Is there an update on timing for this?  

bfoleyHS
Contributor ⭐️⭐️⭐️⭐️
October 7, 2024

Adding to the many requests for an update on this

revathimenon
Gainsight Community Lead
October 8, 2024
Updated idea statusDevelopmentNew Idea
Idea merged into:

All the votes from this idea have been transferred.
Where focus goes, energy flows.
Al M
Contributor ⭐️⭐️
December 23, 2024

Hi team, 

 

Want to re-surface this as it is also a pain point for our end users. 

 

The ability to move the timeline activity to the correct account would save a lot of time and hassle for our end users in the long term. 

 

Thanks a mill!

Alan
ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 24, 2026

We released this capability earlier . Details of the feature Here
 

ChiragJ
Gainsight Employee ⭐️
Gainsight Employee ⭐️
June 24, 2026
Updated idea statusNew IdeaReleased