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jessie_brainerd
Contributor ⭐️⭐️⭐️
July 7, 2022

Grant Admin ability to push published Timeline emails to draft

  • July 7, 2022
  • 3 replies
  • 29 views

we have a frequent issue where emails to Timeline get logged to our internal Account, rather than to the correct customer account, because the customer contacts were not in the system at the time the email was logged to Timeline. It would be great if I, as an admin, could push those incorrectly associated emails back to Draft status (also sending a notification to the author) so that they could go back in and associate the email to the correct account.

3 replies

Helper ⭐️⭐️⭐️
August 18, 2022

@jessie_brainerd Thanks for sharing the use case. We will look into this and update this thread based on how this can be taken forward.

Helper ⭐️⭐️⭐️
August 18, 2022
No StatusAcknowledged
Helper ⭐️⭐️⭐️
August 18, 2022
Updated idea statusNo StatusAcknowledged