Is there a way to know if someone else is editing the same engagement?

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We’re starting to get more associates involved in creating and editing engagements, and I’ve run into our edits crossing paths, so they don’t all take effect. Is there a way to know if someone else has the same engagement open to edit? Or a way to only allow one user to be editing an engagement at a time?

S

srinivas myakala

Gainsight Employee ⭐️

Hi @JayS ,

Currently, there isn’t a way we can know who’s actively editing the engagement. But, we can see who made the latest engagement modification by hovering on the last updated date on the engagement page, example: https://share.getcloudapp.com/P8u79GZj

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JaySAuthor

Helper ⭐️

Thank you, @srinivas myakala. I was aware of that, but if multiple associates are editing the same engagement at the same time, it’s not clear which edits will be saved.

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Jay Sherwood

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