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Timeline Activities: Changing the Account

Related products:CS Timeline & Activity Tracking

Forum|Forum|7 years ago
May 22, 2019
27 replies
840 views

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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Contributor ⭐️⭐️⭐️

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

heather_hansenAuthor

VIP ⭐️⭐️⭐️⭐️⭐️

Any updates on the timeframe for this?

Contributor ⭐️⭐️

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

heather_hansenAuthor

VIP ⭐️⭐️⭐️⭐️⭐️

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

Contributor ⭐️⭐️⭐️⭐️

Bumping this for an update

heather_hansenAuthor

VIP ⭐️⭐️⭐️⭐️⭐️

@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

Contributor ⭐️⭐️⭐️⭐️

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

Andy

Gainsight Community Lead

The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Where focus goes, energy flows.

Gainsight Community Lead

The following idea has been merged into this idea:

All the votes have been transferred into this idea.

Where focus goes, energy flows.

Contributor ⭐️⭐️

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

Thank you.

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