Can you change the account associated with a timeline activity once the activity is logged?
Use case: CSMs are adopting the sally/slack integration more. Since the integration looks up based on account name, CSMs are accidentally logging an activity on the wrong account. Example: we may have a SFDC account named Box and another one named Box, Inc.
In SFDC, you can change the related to field on the task to a different account, but I'm not finding a way to do that in Gainsight. Any ideas?
change account in timeline
CS Timeline
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Thanks for posting and sorry for the delay response.
We like the idea and I would like to take the feedback of other customer on the same request.
@All, please hit like or post your comments to increase the priority on road-map.
Thanks for posting!