Move an activity from the account to relationship level.
None
It might be helpful for customers to be able to move activities in timeline from account to relationship. Not all users would need the ability but it might be helpful for admins, especially if they have to move a lot all at once.
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Thanks for the feedback! This idea is not currently being worked on, to the best of my knowledge. But the more votes it gets, the more likely it will be considered for the future!
I know this is an old post, but has any more consideration been given to this idea? Now that we can change timeline activities from one type to another it would be REALLY helpful for us to be able to update an account level activity to tie it to a specific relationship. We have quite a bit of reporting that relies on the activity being on the relationship level. If a CSM inadvertently logs something to the account, our only option is to delete and readd it on the relationship. Even if this was only available on global activity types (which most of ours are), that would be HUGE for our team!
Want this! Why stop at R360? I want to be able to move a timeline entry over to my Success Plan timeline. This would be especially useful for Email to Timeline items which I can’t be associated with Success Plans currently.