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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
May 22, 2019
Released

Timeline Activities: Changing the Account

Related products:CS Timeline & Activity Tracking
It has come up twice in the past two days where CSMs have accidentally entered timeline activities on the wrong account. Would be nice if they could go to the Global Timeline tab and change the account there once the activity has been created. Currently, I've been just instructing them to recreate using the Copy to Clipboard option, but obviously, it would be easier if they could just move them.

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      taylorklekamp
      Contributor ⭐️⭐️⭐️
      July 14, 2022

      Good morning, our team would greatly benefit from this capability. Thank you!

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        heather_hansen
        heather_hansenAuthor
        VIP ⭐️⭐️⭐️⭐️⭐️
        August 4, 2022

         Any updates on the timeframe for this?

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          TW119
          Contributor ⭐️⭐️
          December 1, 2023

          This is definitely a needed feature. Mistakes happen, and we should be able to fix them!

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            heather_hansen
            heather_hansenAuthor
            VIP ⭐️⭐️⭐️⭐️⭐️
            October 7, 2024

            Hi - 5 years later, and this is still a need.  Can we get any update on where this is on the roadmap?

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            bfoleyHS
            bfoleyHS
            Contributor ⭐️⭐️⭐️⭐️
            October 7, 2024

            Bumping this for an update

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            heather_hansen
            heather_hansenAuthor
            VIP ⭐️⭐️⭐️⭐️⭐️
            October 7, 2024

            @revathimenon could we merge all these similar ideas together?  Also, can we get some PM eyes since they all have a TON of votes?
             

            https://community.gainsight.com/cs-ideas-21/move-or-migrate-timeline-entries-to-different-account-ids-1997

             

            https://community.gainsight.com/cs-ideas-21/ability-to-move-timeline-activities-across-accounts-33910

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              andybuchanan
              andybuchanan
              Contributor ⭐️⭐️⭐️⭐️
              October 7, 2024

              Yes!  Need to be able to change the account / relationship it’s associated with

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              Andy
              revathimenon
              revathimenon
              Gainsight Community Lead
              October 8, 2024
              The following idea has been merged into this idea:

              All the votes have been transferred into this idea.
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              Where focus goes, energy flows.
              revathimenon
              revathimenon
              Gainsight Community Lead
              October 8, 2024
              The following idea has been merged into this idea:

              All the votes have been transferred into this idea.
              Translate
              Where focus goes, energy flows.
              lmandel
              Contributor ⭐️⭐️
              October 8, 2024

              There have been many upvotes for this feature; I would like to know when this will be implemented.

              Thank you.

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