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Sending Drafts to the Wrong Timeline

  • September 26, 2019
  • 5 replies
  • 36 views

courrey_alexander
If we mistakenly relate an email in drafts (Activity Timeline) to the wrong account Timeline, it would be nice to be able to send it back to drafts (Activity Timeline) to relate it to the correct account Timeline or even better... be able to relate it to the correct account Timeline from the wrong account timeline.

5 replies

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • September 26, 2019
+1! We definitely run into activities being logged under the wrong account often, and it would be nice to have the ability to move it instead of having to delete and recreate.


sai_ram
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  • Expert ⭐️⭐️
  • September 27, 2019

@courrey_alexander Thanks for bringing this up! We have a plan to give the capability to change the Account name from Timeline in the future. I will update the date here once we consider it for release.

Happy Posting !!!
 


courrey_alexander
Thank you, Sai!!!


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  • Helper ⭐️
  • October 8, 2019
This is a big pain point for us as well. I feel like I am putting in activity transfer requests to Gainsight Support every other week or so.


sai_ram
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  • Expert ⭐️⭐️
  • October 16, 2019
@All, I am happy to announce that we have added this enhancement to our road map. I will update you here once we consider it for release.

Happy posting!!