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sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
September 7, 2022
Released

Make editing of timeline activities a user configurable permission

Related products:CS Timeline & Activity Tracking
  • September 7, 2022
  • 52 replies
  • 1510 views

I couldn’t quite find a product request that matched, but there are several out there about allowing non-author of Timeline activities to be able to edit.

I’d love to a configurable permission to either allow or disallow a user’s ability to edit Timeline activities not logged by that user.

The use case for us is that CSMs log timeline activities in the future to reference a scheduled interaction. If CSMs leave or accounts change hands, that new account owner may need to edit the future scheduled timeline activity, to add Notes or adjust any other timeline details.

52 replies

jrich
Contributor ⭐️⭐️⭐️⭐️
January 12, 2023

@jrich were the CSM timeline activities added automatically via an integration or by a CSM?

By a CSM via email plugin in Chrome.  Have a batch of them I need to move as the person is related to two companies. 

andreammelde
Helper ⭐️⭐️
February 13, 2023

Frankly, I am starting to believe this limitation is not “to keep the integrity of timeline” but is so difficult to update the code that GS simply does not want to do. I have seen at least 5 community posts, each with significant upvotes, on the same subject yet it has not been prioritized on a roadmap for GS even though it would be such a great win for their product as clearly their customers want this ability

Andrea Carroll
Contributor ⭐️⭐️
May 10, 2023

It’s absurd that an admin can’t edit an activity. For reporting, I have to ask my entire team to make certain updates. This limitation de-values Gainsight. When one of our CSMs left, we had to reach out to Gainsight Support to change the “Created by” on their activities just so their replacement just so they could continue to manage activities. Such a waste of effort. 

Tomas Trijonis
Contributor ⭐️⭐️⭐️⭐️⭐️
May 11, 2023

Hey @calebowen, we had a similar case where we wanted to change Activity ownership from one user to another. Except it was technically the same person just with a different account. Regardless, support told us that is not possible even on their end due to security concerns… Did you have any success with the “Created by” change request yourself?

andreammelde
Helper ⭐️⭐️
May 15, 2023

I want to call out ALL of the “make timeline editable” posts. If you look across all of these, there are over 100 likes on the ability to edit a timeline entry that someone else created. How has this not been prioritized? Plus I am sure there are a few others out there that I missed.

 

Andrea Carroll
andreammelde
Helper ⭐️⭐️
May 15, 2023

Hey @calebowen, we had a similar case where we wanted to change Activity ownership from one user to another. Except it was technically the same person just with a different account. Regardless, support told us that is not possible even on their end due to security concerns… Did you have any success with the “Created by” change request yourself?

Unfortunately no - even with the API there are certain fields you cannot update. I attempted to use it as a workaround and Support told me there was no way to update the “created by”

Andrea Carroll
anirbandutta
Expert ⭐️
May 24, 2023

@Bhawya could you pl take a look at this request.

cc @Abinash 

It's an opportunity for engagement
Contributor ⭐️⭐️
July 20, 2023

Any updates on this? Several of our accounts have more than one CSM, and it would be really helpful if Admins could give permission to other users to edit Timeline entries.

Contributor ⭐️⭐️⭐️⭐️⭐️
July 21, 2023

Thank you everyone for your valuable feedback.

I am Product Manager for Timeline product  and we want to address the numerous requests received for this feature. Rest assured, I am actively working with our team to incorporate it into our roadmap.
I will keep you informed about the progress.

Contributor ⭐️⭐️⭐️⭐️⭐️
July 21, 2023
No Status→Acknowledged