Users should be able to change the activity type after they've logged it into their timeline.
CS Timeline
There are times when our CSMs accidentally log a timeline activity with the wrong activity type. Instead of being able to edit it, they have to create a whole new activity, add all the relevant contacts in, and copy/paste the content. Any way that this ability could be added?
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We have heard this from few other customers too. The main issue in implementing it is that each activity type can have different fields in the form and some of the data may be lost because of this mismatch.
Having said that, we are thinking about it and it is on our medium-term roadmap.
Thanks,
Nitisha
Thanks,
Nitisha
Thanks for bringing this!