Move an activity from the account to relationship level.

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  • Idea
  • Updated 2 months ago
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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Andrew Biehle, Employee

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Posted 7 months ago

  • 4
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Lila Meyer, Official Rep

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I've converted this to a public post, so we can hear from customers whether this would be useful. :)
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Dan Ahrens, Official Rep

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Agreed that overall we should provide more tools for admins to edit and delete content beyond those entries that they themselves created.
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Melissa I, Alum

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I think we could benefit from having the Timeline object available in the mass edit feature.  Not only providing the ability to move entries from Account to Relationship (because some CSMs were only logging at the Account since R360 roll up to C360 isn't yet available), but also the ability to change the Activity type, edit subject, activity date, etc... I suggest this because I can see needing to clean some of those fields up when the CSM may have selected the wrong information and it's showing as an outlier on a report.
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Angela Felicissimo

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It would be great to hear if any further progress has been made here.This is something that I would like our CSMs or Admins to be able to do. Not necessarily at a mass edit level. We often have CTAs posted at C360 level as that is the first access point to an account and CSMs often forget to open the relationship. If they could simply reassign the timeline post to a relationship it would be a great way to catch the ones that slip through the net. 
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Lila Meyer, Official Rep

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Hi Angela,

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!