Skip to main content
nurah_muhamad
Contributor ⭐️
October 13, 2017
Released

Deleting Timeline Activities

Related products:CS Timeline & Activity Tracking
  • October 13, 2017
  • 49 replies
  • 1258 views
How do I delete a timeline activity? I can't change the type of activity once I've logged it either.

49 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 13, 2017
+1 We're getting requests to also be able to change the activity type once created.
manmeet_dosanjh
Helper ⭐️
October 23, 2017
+1 this seems to be an obvious feature that should be included for Timeline.  Especially to delete Activities that were accidentally logged or in the wrong account. It's odd that you can only delete a Timeline Activity if it is an "Update" but not if it is a "Call" or "Email". 
kelsi
Contributor ⭐️⭐️⭐️
October 23, 2017
Agreed! This seems like it should be a basic functionality of the timeline activities because there will undoubtedly be situations where a CSM needs to edit the type of activity or delete it if they posted to the wrong account or something. 

Is this being considered? 
sai_ram
Expert ⭐️⭐️
October 25, 2017
Hi Manmeet, You can delete any Activity created by you, you cannot delete the Activities created by others. Please let us know if you still face any issue in deleting your own Activities .
sai_ram
Expert ⭐️⭐️
October 25, 2017
Hi Heather, We can change the Activity type from Admin>Activities>Select the custom Activity Type you want to edit(but this is only possible if you have access to admin page).
We cannot delete the Activity type,if there are any Activities/Drafts in consumption areas.
Correct me if I am missing anything 
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 25, 2017
What I'm hearing is that I accidentally logged an activity as Update, but I actually should have logged it as Meeting.  Once I've logged it, I can edit it, but I can't edit the type of activity that it was originally created as.  So, I can't change it from Update to Meeting.
sai_ram
Expert ⭐️⭐️
October 25, 2017
Hi Nurah, We cannot delete standard Activity types like Update, Call, Meeting and Email. We can only delete custom Activity types. 
We can also delete the Activity from consumption area. 



I am sorry for the inconvenience.Yes you cannot change the Activity once it is logged. We will consider this as enhancement request. Thanks for posting your comments.
sai_ram
Expert ⭐️⭐️
October 25, 2017
I am sorry for the inconvenienceYes you cannot change the Activity once it is logged. We will consider this as enhancement request. Thanks for posting your comments.
nurah_muhamad
Contributor ⭐️
October 25, 2017
I created a custom Activity Type that I named "Escalation", and I myself added this activity but I cannot delete it. It was a test activity that I had added to test it, but now it seems like its stuck there forever :-

manmeet_dosanjh
Helper ⭐️
October 25, 2017
Hi Sai,

I checked again and it allows me to delete the Activities now. Strange though, when I was trying the other day it wouldn't allow me or the other Admin to delete our Activites from Timeline. Not sure what was causing that but looks fine now.

Is there any plan to allow for changing the Activity type for Activities that were already logged?