I’ve been reading through a few posts about this and wanted to ask the question to confirm - can an Admin edit (change selections to dropdowns and other content) in a Timeline entry that they didn’t author?
If so, how?
Thanks!
I’ve been reading through a few posts about this and wanted to ask the question to confirm - can an Admin edit (change selections to dropdowns and other content) in a Timeline entry that they didn’t author?
If so, how?
Thanks!
Bummer! Thank you for the help. I must have read
Hi
Hi
Admins do not have the ability to edit and change any timeline entries that they didn’t create. Hopefully we should this implemented soon as mentioned by
Hi
Hi
Hi
Hi
+1 on Admin ability to edit Timeline entries of others
+1 We create Milestones on the Timeline via the Rules Engine. In some cases it’d make sense if admins could modify these Timeline Entries. As they are created by the System Admin, I am unable to edit them.
Ran into this again - we have a CSM that left and we need to clean up some of the timelines on their account. Because of this limitation we are unable to do so….
Hi
Hi
I believe currently, GS Admins have the ability to DELETE Timeline entries created by other users (which is a fairly new development), but still cannot EDIT Timeline entries created created by other users, including the content of the entry itself and also the metadata linking the entry to other Gainsight objects like Company or Relationship.
Hi
Only author can edit the timeline entry today, however this idea is under consideration. I will update this thread, once it is prioritised.
+1 We leverage the Gong integration to auto generate meetings and rely on Meeting Reasons to understand in what context the teams are interacting with customers. They collaborate with AEs regularly who often handle scheduling when related to new products, expansions, etc. CSM is unable to designate Meeting Reason when an AE schedules the meeting. Ideal would be to allow CS/account owner or any internal attendees to edit timeline activities.
This post linked has the most most votes and comments, lets try to bump this one up higher
+1 on this especially in situations where the Call Owner was changed in Gong but that change doesn’t sync back to GS Timeline.
Another related post:
And another with 49 upvotes:
Any updates on the status of this enhancement idea? I have a lot of customers who would find this valuable.
We now have Admin configurable permissions that allow them to grant and Edit and Delete permissions to specific users to edit / delete timeline activities. This is also supported by Auditing capabilities on all Timeline activity edits going forward.
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