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cynthiam
Contributor ⭐️⭐️⭐️
June 22, 2020
New Idea

Is there a way to edit the company of a CTA and timeline post?

  • June 22, 2020
  • 16 replies
  • 355 views

We accidentally put a CTA in an incorrect company and need to edit the company field to assign it to the right company’s cockpit.  Is there a way to enable the edit of the company field?  

 

Additionally, occasionally, a timeline email post is associated with the wrong company when forwarding to Gainsight from email.  Is there a way to reassign to the right customer?  

    16 replies

    Show previous replies
    johntrask_bt
    johntrask_bt
    Helper ⭐️
    November 9, 2022

    I would love to see this happen. Is it still on the roadmap? 

    JohnTrask
    romihache
    romihache
    VIP ⭐️⭐️⭐️⭐️⭐️
    April 20, 2023

    Is this still on the roadmap?
    For us, in some cases, the customer changes their billing currency, which means a new record in Salesforce. Each time we have this happening, we have to submit the reparenting request to support.

    I would love to see this happen!

    Continuous improvement is better than delayed perfection
      amasica1217
      amasica1217
      Contributor ⭐️⭐️⭐️⭐️
      June 7, 2023

      Ran into another use case for this with the Gong integration.

       

      We found that Gong was assigning to wrong accounts on occasion, which then send to GS to the wrong account. We can update the account in Gong, but bc we cannot in GS and modifying the Gong call does not send an update to GS, it does not do anything. We are now stuck with the timeline being on the wrong account

       We are also running into this issue - is this something that is still on roadmap?

        wyattfarino
        Contributor ⭐️⭐️⭐️
        June 28, 2023

        The assignment logic for the Gong Timeline integration is not perfect. There should be an easy way to assign any Timeline Activity to another Company. I get this request all the time from my CSMs.

          heather_hansen
          heather_hansen
          VIP ⭐️⭐️⭐️⭐️⭐️
          June 30, 2023

          We run into this with the Chrome plug in too. Would love to get an update. 

          Bhawya
          Helper ⭐️⭐️⭐️
          June 30, 2023

           

          Hello! Agreed, with more integrations this becomes even more important. This is still on the roadmap but have not yet got prioritised. We are internally discussing on this and will update this thread as soon as there is clarity on timelines.

          @Sowmya FYI

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