Let Super Admins Have Ultimate Control over Timeline Entries

Related products:CS Timeline & Activity Tracking

Forum|Forum|6 years ago
August 13, 2020
16 replies
333 views

Currently a super admin has no control over timeline entries, only the creator of the timeline entry has the ability to edit. This presents a big problem if the timeline entry is erroneous or forward looking (expecting of future edits) and the CSM originator of the entry leaves the company or is otherwise unable/unwilling to edit the entry. The timeline entries can be super helpful for reporting purposes, but to maintain accuracy of reports there needs to be the ability to edit these entries (by a super admin, or at least re-assigned to current CSM).

CurtisValentine

Helper ⭐️

That’s 100% correct. I’ve run into this as well when you want to clean up some test data or any timeline entries who were created in error. I like to keep my environments clean and its quite cumbersome to delete some bad data.

If a CSM leaves and you need to adjust the timeline activity, the only way to do it is to login as the user. In the SFDC version, you can log in as the user on the User table. But there’s no easy way to do this within Nxt without first having to update the user’s login credentials and then login as the user to make the change.

Having to log in as a user is definitely not an ideal situation from a security perspective.

darkknight

Expert ⭐️

This is a common request. ^ has 34 votes already (from 2 years ago)

Jeff Kirkpatrick

darkknight

Expert ⭐️

@CurtisValentine and not every GS admin is also a SF admin (esp in larger enterprise environments) so those on SF edition are left hanging...

Jeff Kirkpatrick

JWaldeland

Contributor ⭐️⭐️

Timeline entries created by a User should be editable by both the user who entered and the admin. We use the NXT version and have SSO enabled, meaning we have no ability to login as the user in our production environment as it is controlled by our corporate registry.

CurtisValentine

Helper ⭐️

@darkknight - very true. Especially in large enterprises. Voted for the idea.

jean.nairon

Expert ⭐️

+1 vote from me too @darkknight and @CurtisValentine

@gunjanm - you would probably like this idea as well. :)

Jean

nitisha_rathi

Expert ⭐️⭐️

We understand the need and plan to deliver in short-medium term.

A

alisapagerduty

Contributor ⭐️⭐️

This is absolutely necessary as a product feature. CSMs can leave with no warning, with COVID they can actually be hospitalized or worse, die. The fact that admins cannot do any sort of clean up really damages reliability and adoption of Gainsight as a tool for leaders, managers and CSMs.