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Ability to change the activity Type of an email that was entered using Email 2 Timeline

  • 1 January 2019
  • 3 replies
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Userlevel 5
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Emails that are sent to Timeline often incldues a summary of a meeting.

Using rules, we capture the last meeting date from timeline entries with Type=Meeting.

When using Email to Timeline, they are recorded as Emails.

We would like to have the option to change the Activity Type to Meeting.

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Best answer by Chirag 16 March 2021, 10:00

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Hi Einat! This actually ties into several request found around the community - about the the ability to change the CTA Type after it's been created: https://community.gainsight.com/conversations/enhancement-the-ability-to-change-the-cta-type-of-the-task-created-from-timeline-5bc73e1ee4b04588aaf86f67

And with the latest feature of email to timeline, I would very much love to see this a feature!

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Absolutely!

2 Related requests that I would be happy to see. Thanks for linking.

In case of Email2Timeline, this becomes more significant because emails represent different types of activities (meeting, call, update, etc.).

Thanks.

Einat

Userlevel 5

Hi @einat_pick ,
Changing Activity Type functionality has been shipped. Once the emails are logged to the timeline as Email Activity Type, you can go and change the Activity Type to Meeting. Hope that answers your questions. 

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