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alex_newtonhill
alex_newtonhill
Contributor ⭐️⭐️⭐️
July 2, 2019
New Idea

Timeline Activities - New CSM to have the ability to edit timeline activities added by the previous CSM

  • July 2, 2019
  • 6 replies
  • 164 views
For our organisation we have created a few activity types that a CSM will add updates, attach new & replace old documents & create new tasks over the lifecycle of the customer (E.g. customer documentation, Renewal conversations, Success Plan).

When a new CSM takes over an account, it would be great if they had the ability to add additional notes & make amendments to these types of activities.

Is this something that has been raised / considered before?

Thanks!

      6 replies

      kate_green
      kate_green
      Helper ⭐️⭐️
      July 2, 2019
      My client has a similar request - when a new AM receives the account, they want to be able to edit past Timeline entries.

      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      July 2, 2019
      We do plan on adding the ability to add Comments soon. That seems like a good solution for this scenario.

        alex_newtonhill
        alex_newtonhillAuthor
        Contributor ⭐️⭐️⭐️
        July 3, 2019
        Thanks for the feedback, Denise. This would definitely be a helpful addition so glad to hear it's on the roadmap.

          dan_ahrens
          dan_ahrens
          Expert ⭐️⭐️⭐️
          July 3, 2019

          Just to clarify, our approach is to allow comments (via a comment thread like you see here in community) so others can add their notes or feedback, however only the original author of an activity (it’s on our roadmap to allow an admin to make edits as well) would be able to edit the original entry.
           

          VP of Customer Success at Forcepoint
            Livijol
            Contributor ⭐️
            February 10, 2023

            Being able to add comments is good. However, we need to be able to open and edit existing timeline activities to add more details and add attachments. 

              sarahmiracle
              sarahmiracle
              VIP ⭐️⭐️⭐️⭐️⭐️
              February 10, 2023

              @Livijol you may want to upvote my community post idea, then!

               

              Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
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