VIP ⭐️⭐️⭐️⭐️⭐️

Released

Make editing of timeline activities a user configurable permission

Related products:CS Timeline & Activity Tracking

Forum|Forum|4 years ago
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.

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heather_hansen

VIP ⭐️⭐️⭐️⭐️⭐️

Would love an update on this as well!

jordan_cook

Contributor ⭐️⭐️⭐️⭐️⭐️

We just had this raised by one of our key internal stakeholders. Sometimes things are being logged, by the Outlook plugin for example, that need to be corrected by other owners of the account. This is also going to impact things like Customer Cheat Sheet, and other new AI features, that will only have access to incorrect information in the activity.

jeremy_johnston

Helper ⭐️

@Sowmya may we get an update from you as to where this item stands? When will it be prioritized by GS and added to the roadmap? Nearly 200 admins want to know.

-JJ

S

Sowmya

Contributor ⭐️⭐️⭐️⭐️⭐️

Hi @jeremy_johnston

Thank you for the response.

We understand this is critical item that saves time and empowers CSMs.

We intend to prioritise this item for the upcoming release and will provide updates on the timeline as progress is made.

S

Sowmya

Contributor ⭐️⭐️⭐️⭐️⭐️

New Idea→Discovery

Jef Vanlaer

Helper ⭐️⭐️⭐️

Use case for us:

Our engineers work with a customer (user level) to solve a use case and log this use case to the Timeline. Typically, they don't have a complete view of the value of the use case and cannot add it yet. Then, the CSM will talk to the customer (sponsor level) to identify the value of the use case. It would be great if they can add that to the original use case by updating a field.

darkknight

Expert ⭐️

@Sowmya is there any update on this? We just implemented Gong and it’s resulting in a lot of issues for us. With 177 votes and the fact that this was “Under Consideration” 9 months ago, I would have expected this to already be in development.

Jeff Kirkpatrick

ChiragJ

Gainsight Employee ⭐️

Hello everyone, this feature is planned for our Q4 release (Jan 2025). We will keep you posted in case of any changes.

jenlpro

Helper ⭐️

PLEASE GAINSIGHT, for the love of God, give super admins the ability to edit timeline activities!!!!! I am going crazy right now trying to figure out a workaround for failing External Actions and there is none because of this limitation! 😭