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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

Contributor ⭐️⭐️⭐️⭐️⭐️
August 23, 2023

Dangerous business, Sowmya! Now we know you’re on the hook for updates! Hope to hear from you on this soon. 

Stuart
Helper ⭐️⭐️
September 28, 2023

+1 on this @Sowmya this still remains a pain point for many admins and users alike within the platform.

 

Without this functionality, what is Gainsight’s alternate solution in this scenario to edit a Timeline entry; for the sake of it let’s assume the user/admin is not familiar with the Timeline API, and deleting/reposting an entry isn’t a desired solution either.

 

Thanks,

 

Stuart

anirbandutta
Expert ⭐️
September 28, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.
It's an opportunity for engagement
Contributor ⭐️⭐️⭐️⭐️⭐️
October 6, 2023

Hi Team,

We are considering this pain point and also included as part of our current roadmap.

The intention is to address this implementing granular permissions in Timeline, set by admin.

I will keep you posted on the actual release timeline after weighing in the priorities of other strategic items.

 

Contributor ⭐️⭐️⭐️⭐️⭐️
October 6, 2023
Acknowledged→Under Consideration
ltsponhour
Contributor ⭐️⭐️⭐️⭐️
November 30, 2023

We definitely need this update to clean up the entries coming in from the Gong integration. 

Jabittan
Helper ⭐️
March 12, 2024

Hi all,

 

Adding that this is still something that would still be very helpful. We are currently running a test that involves emails being sent from the CEO. A coordinator is BCCed on those emails and is logging them to timeline. In a few instances, our coordinator has either missed/been slow to add some additional tags to those emails. I am on a tight reporting deadline and I would like to be able to edit the activities without having to wait for the coordinator to get to it. 

 

Giving admin the ability to edit timeline entries from others would be very helpful for me right now.

bfoleyHS
Contributor ⭐️⭐️⭐️⭐️
March 13, 2024

Would love to hear any approximate timeline updates on this!

spencer_engel
Expert ⭐️
March 15, 2024

This is even more necessary due to the limitation of Gainsight allowing inactive Company Person records to be added as an external attendee. That problem is bad enough and is compounded by a cumbersome solution where the only way for admins to fix it is via API rather than just editing the Timeline record. 

 

 

austin_hendrix
Contributor ⭐️⭐️⭐️
April 9, 2024

Any updates on this idea? Looks like 6 months ago it was moved to “under consideration” and there is a lot of general support across the Community to get this live. 

@Ariana.Orona for visibility