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nurah_muhamad
nurah_muhamad
Contributor ⭐️
October 13, 2017
Released

Deleting Timeline Activities

Related products:CS Timeline & Activity Tracking
  • October 13, 2017
  • 49 replies
  • 1258 views
How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

    49 replies

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    seth
    seth
    Expert ⭐️
    March 13, 2018
    Correction: I deleted the CTA, and the activity disappeared.
    AI Transformation @ Gainsight
      darkknight
      darkknight
      Expert ⭐️
      March 13, 2018
      Look forward to more updates on this.  People make mistakes and we need a way to help resolve them when brought to Ops attention.
      Jeff Kirkpatrick
        mgiersch
        mgiersch
        Contributor ⭐️⭐️
        March 14, 2019
        I'd like to resurface this request as I had some CSM turnover this year and it would better enable the new CSMs to be able to own the narrative. Even the CSM could request that an admin could delete the timeline activity so that the new CSM could reenter the information that would be useful.

          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          March 14, 2019
          @nitisha_rathi - what are your thoughts on allowing an admin to edit and/or delete entries created by others?

          VP of Customer Success at Forcepoint
            darkknight
            darkknight
            Expert ⭐️
            March 14, 2019
            Agree!

            Jeff Kirkpatrick
              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              March 22, 2019
              I had a request for this

              ky_powell
              ky_powell
              Contributor ⭐️⭐️⭐️⭐️⭐️
              July 29, 2019
              This comment was created from a merged conversation originally titled Deleting timeline entries as an Admin
              HollySimmons
              HollySimmons
              Helper ⭐️
              February 25, 2020

              As an admin I would expect to be able to delete all entries regardless of who created them, first of all what if that user leaves and there is a need to delete some timeline entries, but secondly what about system-admin created entries? We have a load of milestones that have been dropped on accounts incorrectly by a rule that was set-up with the wrong filters and now I can’t delete them. 

                nitisha_rathi
                nitisha_rathi
                Expert ⭐️⭐️
                February 28, 2020

                Yes, we will enable this soon.

                nitisha_rathi
                nitisha_rathi
                Expert ⭐️⭐️
                March 27, 2020

                Ability to change the activity type by CSMs as well as ability to make mass update/ delete by admins is planned in the short term. Tentatively, end of Q2.

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