This is a specific use case when logging something into timeline. If the csm logs it incorrectly, say a meeting over a churn risk, instead of having them redo it, I would like the ability for them to just change the type. this would also be useful in tracking case emails for reporting. Thank you.
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Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.18 release (SFDC / NXT). With this release, the Activity configuration window includes an Activity Type field. This allows users to change the Activity Type after the activity is created without having to delete the record and lose their progress.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!