Does an Admin have the ability to edit a Timeline entry that they didn't create?

Related products:CS Timeline & Activity Tracking

Forum|Forum|5 years ago
April 30, 2021
22 replies
369 views

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!

Edits

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andreammelde

Helper ⭐️⭐️

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….

Andrea Carroll

andreammelde

Helper ⭐️⭐️

@dan_ahrens it’s been a year since your last comment. Any idea on where this stands? It continues to cause problems for us especially with the introduction of Gong integration.

Hi @jessica_owens , sorry for the confusion my post created on that. I’ve updated it to show that it’s on our roadmap to allow admins to edit posts created by others, but it’s not yet implemented.

@dan_ahrens do we know where this falls in the roadmap? We have added some new custom fields that would be great for me as an admin to be able to bulk edit past timelines to save CSMs time

Hi @andreammelde - no specific dates at this time. In our planning context, “long term roadmap” is usually a year or more. Timeline is one of our most popular features and the backlog of features on the Timeline roadmap is pretty extensive.

Andrea Carroll

matthew_lind

VIP ⭐️⭐️⭐️⭐️⭐️

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.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?

dan_ahrens

Expert ⭐️⭐️⭐️

@dan_ahrens it’s been a year since your last comment. Any idea on where this stands? It continues to cause problems for us especially with the introduction of Gong integration.

Hi @andreammelde - apologies but I don’t have an update as I no longer work at Gainsight as of about a year ago. Perhaps @anirbandutta can help you with an update?

VP of Customer Success at Forcepoint

B

Bhawya

Helper ⭐️⭐️⭐️

Only author can edit the timeline entry today, however this idea is under consideration. I will update this thread, once it is prioritised.

M

medwards

Contributor ⭐️⭐️

+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.

andreammelde

Helper ⭐️⭐️

This post linked has the most most votes and comments, lets try to bump this one up higher

Andrea Carroll