We have the ability to make changes to the company/relationship for timeline activities already, we’d like to see the same capability for CTAs. Event if it’s just company to company or relationship to relationship (of same relationship types) this would be a huge benefit to our CSMs instead of closing/deleting and recreating CTAs if they need to be moved.
New Idea
Ability to edit/change company or relationship on CTAs after they've been created.
+3
+14Just had this come up today as well. CTA was accidentally created on the wrong account.
+6+6I would say this should be the same for CTAs.
+6I would like to follow up and elaborate that our CSMs should only be working on the relationship. At the moment, I am recreating all CTAs and Activities without relationships… So this enhancement would be super appreciated!
+1Please let us change the company/relationship after a timeline/CTA is created, it’s very frustrating to end users to have to remove and re-add things.
+6if we have a checkbox to enable the relationship to be editable on the CTA - why is it greyed out - feels like a big miss!!!
Victoria
+8
Is this a planned feature enhancement? This would be extremely helpful to us!
This just came up for us as well and would love the ability for admins to reassign customer on a cta
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