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einat_pick
einat_pick
Contributor ⭐️⭐️⭐️⭐️⭐️
January 1, 2019
Solved

Ability to change the activity Type of an email that was entered using Email 2 Timeline

  • January 1, 2019
  • 3 replies
  • 124 views
Emails that are sent to Timeline often incldues a summary of a meeting.

Using rules, we capture the last meeting date from timeline entries with Type=Meeting.

When using Email to Timeline, they are recorded as Emails.

We would like to have the option to change the Activity Type to Meeting.

    Best answer by Chirag

    Hi @einat_pick ,
    Changing Activity Type functionality has been shipped. Once the emails are logged to the timeline as Email Activity Type, you can go and change the Activity Type to Meeting. Hope that answers your questions. 

    3 replies

    sagan_sherlin
    sagan_sherlin
    Helper ⭐️⭐️
    January 2, 2019
    Hi Einat! This actually ties into several request found around the community - about the the ability to change the CTA Type after it's been created: https://community.gainsight.com/conversations/enhancement-the-ability-to-change-the-cta-type-of-the-task-created-from-timeline-5bc73e1ee4b04588aaf86f67

    And with the latest feature of email to timeline, I would very much love to see this a feature!

    einat_pick
    einat_pickAuthor
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 3, 2019
    Absolutely!

    2 Related requests that I would be happy to see. Thanks for linking.

    In case of Email2Timeline, this becomes more significant because emails represent different types of activities (meeting, call, update, etc.).

    Thanks.

    Einat

      Chirag
      ChiragAnswer
      Helper ⭐️
      March 16, 2021

      Hi @einat_pick ,
      Changing Activity Type functionality has been shipped. Once the emails are logged to the timeline as Email Activity Type, you can go and change the Activity Type to Meeting. Hope that answers your questions. 

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