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heather_hall
heather_hall
Contributor ⭐️⭐️
October 26, 2017

Option to change type in Timeline

  • October 26, 2017
  • 12 replies
  • 109 views
I often take notes in the Timeline in anticipation of my next conversation with a customer. Most often I will do that as a "meeting" but sometimes I start as an update and that converts to a meeting. I would love the ability to change the the type of message from one type to another. 

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    jaw
    jaw
    Contributor ⭐️⭐️⭐️⭐️⭐️
    May 17, 2019
    +1 - this was brought up during our GS focus groups. Definitely a must-have, please and thank you :)

      sierra_evans
      sierra_evans
      Contributor ⭐️⭐️⭐️⭐️⭐️
      January 31, 2020

      +100 - can I vote that many times? :) Our team would also really appreciate having this ability. I like @pele’s suggestion below, maybe coupled with a warning message that some data could be lost if the type is changed. This would allow the user to make a conscious decision and save any important details before making the change.

      @nitisha_rathi “Nitisha, since layouts do vary, would it be possible to just keep what's entered in the available fields if the same field is also available in the newly selected type?”

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