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kcsp
kcsp
June 19, 2019
Released

Ability to Move Timeline Activities Across Accounts

Related products:CS Timeline & Activity Tracking
  • June 19, 2019
  • 66 replies
  • 2106 views

There are instances where a CSM enters a timeline activity to an account, but it was added to the wrong account and needs to move to another account. There's currently no way to copy or move an activity to another account. The CSM has to re-enter information on the correct account, and this can be a lot of manual re-entry that would be more efficient if a "copy to" or "move to" functionality existed.
 

    66 replies

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    lstumpf
    Contributor ⭐️
    January 26, 2023

    We recently encountered this issue. It would be helpful to be able to move these.

     

    andr_raposo
    andr_raposo
    Helper ⭐️
    May 4, 2023

    Any update on this idea? 

    Asking our CSMs to manually delete and re-enter their activities anytime that they are incorrectly logged is really not a good experience for them and a unnecessary chore. 

    smh281
    Contributor ⭐️⭐️
    June 13, 2023

    Ran into this issue today -- would be great to have this feature! 

    amasica1217
    amasica1217
    Contributor ⭐️⭐️⭐️⭐️
    June 14, 2023

    Also running into this issue - is this still Under Consideration? Any movement here?

      bradley
      bradley
      Expert ⭐️
      June 21, 2023

      @Bhawya is there any update to this request? It has been “on the roadmap” for what appears to be several years now but I don’t see any progress on this nor has there been a response from anyone in product for a year at this point. 

      This is a 5 year old version of the same request:

      and there’s another comment above with links to similar requests.

      Thanks! cc: @anirbandutta 

        anirbandutta
        anirbandutta
        Expert ⭐️
        June 22, 2023
        The following idea has been merged into this idea:

        All the votes have been transferred into this idea.
        It's an opportunity for engagement
          Abinash
          Abinash
          Contributor ⭐️⭐️⭐️
          June 22, 2023

          Given the overwhelming number of requests understand the need for this feature and we will certainly consider having this feature included in our planning. At the same time I would also like to mention that we are working on certain strategic priorities and as such prioritisation will be a challenge.

          Abinash John
            andreammelde
            andreammelde
            Helper ⭐️⭐️
            June 22, 2023

            Given the overwhelming number of requests understand the need for this feature and we will certainly consider having this feature included in our planning. At the same time I would also like to mention that we are working on certain strategic priorities and as such prioritisation will be a challenge.

            What priorities would be over a customer request created 4 years ago with 100 votes?? 

            Andrea Carroll
            andreammelde
            andreammelde
            Helper ⭐️⭐️
            June 22, 2023

            Also 45+ comments….

            Andrea Carroll
            ArchipelagoKH
            Contributor ⭐️
            August 3, 2023

            Adding another upvote for this functionality

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