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irit_eizips
irit_eizips
Helper ⭐️
July 27, 2018
New Idea

Enable mass edit the activity timeline object

  • July 27, 2018
  • 5 replies
  • 175 views
We're redoing the way we categorize activities in the timeline. We are merging a few of the existing categories and getting rid of others. It would be ideal not to have to do this manually. I was going to use Mass Edit but that only works for CTAs and Tasks.

Would have been nice to be able to use that functionality to activity timeline entries too

      5 replies

      rajesh_gande
      rajesh_gande
      Helper ⭐️
      August 16, 2018
      Hi Irit,

      Thanks for the post.

      By categories, do you mean the activity types? The activity form can be different for each activity types (with custom fields). So, changing activity types may not be possible always.

      Thanks,
        jp_mehlhaff
        jp_mehlhaff
        Contributor ⭐️⭐️⭐️
        December 7, 2018
        +1 to this. We're making updates to the way we log activities to make it more user friendly. For example: We have one activity type for Call - Connect and another for Call - Left Voicemail. We would like to consolidate and have one activity type for Call and add checkboxes on the layout for Connect vs Left Voicemail.

        I'd like to be able to add the checkbox value on older activities, but cannot mass edit timeline activities.

          Brittney
          Brittney
          Contributor ⭐️⭐️
          March 31, 2021

          +1 This has become a really important request for our CSMs and we would love the ability to mass edit timeline activity type, especially when making internal changes to the types.

            andreammelde
            andreammelde
            Helper ⭐️⭐️
            March 31, 2021

            When we moved to NXT, we had to have support replicate with mapping in the backend all of our timeline and CTAs bc of this. It would be great to be able to modify these

            Andrea Carroll
              ana_g
              Helper ⭐️
              April 3, 2021

              +1! We have had to send requests to support as well.

              Anastassia Goidina
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