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jackie_cofield
Contributor ⭐️⭐️⭐️⭐️
June 6, 2018
Released

Enable others to edit a Timeline note to make it collaborative

Related products:CS Timeline & Activity Tracking
  • June 6, 2018
  • 23 replies
  • 259 views
Both our account managers and CSMs use Timeline which is great, the bad part is that they aren't able to collaborate on meeting notes. We have situations where there is a customer meeting, and then both the CSM and AM post notes recapping their insights from the meeting and it clogs up the timeline. 

Is an improvement coming where team members can collaborate on a timeline post?

    23 replies

    cvandegenachte
    Contributor ⭐️⭐️
    March 8, 2026

    Is this now possible? It would be amazing if CSM Managers could edit entries for their direct reports for example.  

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 13, 2026

    We did enable Edit And Delete Permissions  and using this you may assign Managers and others. Read the linked article for details . 

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 13, 2026
    Updated idea statusNew IdeaReleased