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

Timeline Activities: Changing the Account

Related products:CS Timeline & Activity Tracking
  • 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.

    27 replies

    balajibv
    Contributor ⭐️⭐️⭐️
    October 16, 2024

    I have read through every other duplicate post on this topic and for 4 years this has been on “roadmap” but never got into a release.

    Clearly this is an ask by so many Admins as this is a problem faced by everyone. Restricting changes to Timeline for Admins, is such a bad design idea in the first place.

    Im curious to know what is the impact of a topic getting 175+ votes? Community users would feel empowered if there is a standard set for what votes will get a feature ask into the product.

    @revathimenon can we please ask someone from Product to respond to this?

    ~BV~
    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    October 21, 2024

    Hello @balajibv and others, We understand the disappointment and have prioritized this for scoping in our next quarter. We will be adding the capability to Reparent a timeline activity to a different company or relationship by the author as a first part of the scope and then later will be including granular permissions to allow non authors to also edit certain fields on a timeline activity. 
    We will share the timeline once we start and have it in development from our team. 

    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    October 22, 2024

    Hello @balajibv and others, We understand the disappointment and have prioritized this for scoping in our next quarter. We will be adding the capability to Reparent a timeline activity to a different company or relationship by the author as a first part of the scope and then later will be including granular permissions to allow non authors to also edit certain fields on a timeline activity. 
    We will share the timeline once we start and have it in development from our team. 

    That’s great news! 

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    October 23, 2024
    New Idea→Discovery
    Al M
    Contributor ⭐️⭐️
    December 23, 2024

    Hi team, 

     

    Adding my comment here as this is also a pain point for our end users. 

     

    It would really save time for our end users in the long term if this feature was available to them. 

     

    Thanks a mill!

    Alan
    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 14, 2025

    Hey everyone, looks like I missed to update this post , but we released the capability to update the company and relationship context back in Q4 ‘24 release. And with the new Edit Permissions for non-owners of activity released in Q1 along with audit logs, makes it even more efficient and powerful. Thanks for your patience and support. 

    ChiragJ
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    May 14, 2025
    Discovery→Released