Question

Migrate R360 entries from the R360 to the C360.

  • 10 February 2022
  • 1 reply
  • 11 views

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To migrate the activities that show on the relationship only on the customer C360 timeline as well.


1 reply

This is absolutely necessary!  If you have a C360 timeline activity - you can edit and use associated objects to associate to R360.   However, the system won’t allow you to edit a R360 timeline and use associated objects to C360.  

 

Alternately, there should be a system-option to allow GS Admins to set the default auto-relationship on inbound emails. Right now this defaults to Relationship - which is ultimately what is causing this issue.  

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