Skip to main content
Question

Migrate R360 entries from the R360 to the C360.

  • February 10, 2022
  • 1 reply
  • 21 views
A
Forum|alt.badge.img+2

To migrate the activities that show on the relationship only on the customer C360 timeline as well.

1 reply

S
  • scott.lee
  • Contributor ⭐️
  • 1 reply
  • February 10, 2022

This is absolutely necessary!  If you have a C360 timeline activity - you can edit and use associated objects to associate to R360.   However, the system won’t allow you to edit a R360 timeline and use associated objects to C360.  

 

Alternately, there should be a system-option to allow GS Admins to set the default auto-relationship on inbound emails. Right now this defaults to Relationship - which is ultimately what is causing this issue.  

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings