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courrey_alexander
courrey_alexander
Contributor ⭐️
Sep 26, 2019 5:42 PM UTC

Sending Drafts to the Wrong Timeline

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
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Sep 26, 2019 6:06 PM UTC
      +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.

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        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Sep 27, 2019 10:37 AM UTC

        @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 !!!
         

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          courrey_alexander
          courrey_alexanderAuthor
          Contributor ⭐️
          Sep 27, 2019 2:17 PM UTC
          Thank you, Sai!!!

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          ana_g
          Helper ⭐️
          Oct 8, 2019 2:11 AM UTC
          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.

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          Anastassia Goidina
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          Oct 16, 2019 10:21 AM UTC
          @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!!

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