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Dkirkpatrick
Dkirkpatrick
Gainsight Employee ⭐️⭐️
June 25, 2020

the ability to chenge the timeline entry type after i log it

  • June 25, 2020
  • 4 replies
  • 105 views

This is a specific use case when logging something into timeline.  If the csm logs it incorrectly, say a meeting over a churn risk, instead of having them redo it, I would like the ability for them to just change the type.  this would also be useful in tracking case emails for reporting.  Thank you.

 

    4 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    July 9, 2020

    @Dkirkpatrick Ability to change activity type is coming in Aug release

      Dkirkpatrick
      DkirkpatrickAuthor
      Gainsight Employee ⭐️⭐️
      September 9, 2020

      @nitisha_rathi did this get released in the August and if so, is there some literature on how to change the timeline entries?  Thank you.

       

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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      September 10, 2020

      @Dkirkpatrick This got delayed and will be available with Oct release

      R
      rakesh_lingala
      Helper ⭐️⭐️⭐️
      October 20, 2020

      Hello Everyone!

      Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, the Activity configuration window includes an Activity Type field. This allows users to change the Activity Type after the activity is created without having to delete the record and lose their progress.

      This feature is implemented in both SFDC & NXT versions.

      Thanks for posting!

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