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jen_pakravan
jen_pakravan
Contributor ⭐️⭐️⭐️⭐️⭐️
Feb 21, 2018 3:16 PM UTC

Users should be able to change the activity type after they've logged it into their timeline.

There are times when our CSMs accidentally log a timeline activity with the wrong activity type. Instead of being able to edit it, they have to create a whole new activity, add all the relevant contacts in, and copy/paste the content. Any way that this ability could be added?

    6 replies

    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    Feb 26, 2018 11:31 AM UTC
    Hi Jen,

    We have heard this from few other customers too. The main issue in implementing it is that each activity type can have different fields in the form and some of the data may be lost because of this mismatch.
    Having said that, we are thinking about it and it is on our medium-term roadmap.

    Thanks,
    Nitisha
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      jen_pakravan
      jen_pakravanAuthor
      Contributor ⭐️⭐️⭐️⭐️⭐️
      Feb 28, 2018 5:00 PM UTC
      Thanks, Nitisha. Could there maybe be a warning that displays that some data will be lost? For us, we don't have different fields between activity types so it wouldn't impact us as much. Wonder how much of your userbase are in the same boat. thanks!
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      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      Mar 5, 2018 10:09 AM UTC
      Makes sense. We will prioritize it soon. 

      Thanks,
      Nitisha
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      sai_ram
      sai_ram
      Expert ⭐️⭐️
      Sep 4, 2018 11:45 AM UTC
      Hi Jen, This is expected behavior so changing this to an idea post and redirecting this to our product team.

      Thanks for bringing this!
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      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Apr 24, 2019 7:31 PM UTC
      This would be especially useful for us with the Email to Timeline. Since currently, all emails to timeline are tagged as email, giving the ability to edit the type of activity to a more appropriate one would help with this too.

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      chad_horenfeldt_c2ba52
      chad_horenfeldt_c2ba52
      Contributor ⭐️⭐️⭐️⭐️
      May 8, 2019 9:30 PM UTC
      I have a user that asked for this as well

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