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.
New Idea
Sending Drafts to the Wrong Timeline
+13+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.
1 person likes this
+1@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 !!!
1 person likes this
Thank you, Sai!!!
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.
+1@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!!
Happy posting!!
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