Change Management log to identify what changes have been made and by whom
None
As our organization increases adoption of the tool and we have multiple operations team members working inside of Gainsight, there needs to be a mechanism for tracking changes that were made and by whom - both at the administration level and the user level. As of now any changes have to be tracked manually - if at all.
A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.
A nice addition to this would be the ability to receive a daily or weekly digest of all administrative changes that occurred.
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Do you see the requirement to revert back a change, if that seems inappropriate?
This would involve storing of the previous snapshot of the setting / config and the capability to revert back.
This is becoming a rather urgent need for us.
I got word back on this, the product team still has this in their pipeline and is continuing to work on it. A timeline is still TBD unfortunately, but I will update as I get more information.
I have a new use case for this: CTA editing.
Recently we believe an user manually edited another user CTAs to improve his performance - an auditing issue. Searching for "last modified by ID" I've only found that most of the CTAs last edition was made by a mass edit automatically made by the system or by one of our CSOps, thus overwriting the previous change.
So is this case a CTA changelog would solve the issue.
Thanks,
Bruno
Version Control/Reversion is needed
Adding date/timestamps populating into a change log on the account /relationship level is needed
Also we should have a way to restrict role access, for example CSMs have r/w access and all other roles do not have write access in order to be sure that if we update 60+ accounts no one else can go in there and wipe out 60+ updates/changes and we have no way of knowing about it
Just my thoughts.
Please make this a priority. It's a 2+ year old request and not knowing who did what in the system when you have multiple admins (not to mention dozens of CSMs) makes it very difficult to go back and investigate when things go awry.
Another thing to consider with this is to only update the modified by name/timestamp when an actual change is made. If I open a rule, or DD I don’t want to have the modified by updated unless something has changed. We have multiple admins, and the only thing we have to denote who made the last change is that updated by field. If nothing happened, nothing happened.
Definitely needed for our Admin team! Upvoted.
yes please!@anirbandutta got another old one that could use some
yes please!@anirbandutta got another old one that could use some
Thank you@bradley Checking with the team on this.
+100 as we expand to an instance with multiple Admins as well as L1 and L2 certified users in report builder and journey orchestrator, we need more Auditing of Instance changes across the board in order to trace changes that have impacted production.
Roger that. Checking back again for answers.
Hi,
We are currently evaluating the technical feasibility and have prioritised to pick this enhancement up this year.
Will keep you posted on the timelines
Thank you
Preethi
“As there is no field history tracking, it will be tough to troubleshoot the issue...”
I feel your pain buddy!
FYI@vritant
Although full audit would be good, even seeing who last updated the engagement or KC bot would be a useful improvement.