Is it possible to quickly add several conversations on a person timeline to a work timeline?
Best answer by Kirk Jeske
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Userlevel 3
+2
No feature available to bulk select items in the timeline of a contact, then add it to the timeline of a work. As a best practice, I recommend adding to all the appropriate timelines right away when assigned. For example, if I receive an email I from a customer I will right away make sure it is added to the timeline of the contact and any work items it may relate to. If I were to assign this email to a colleague, then it is already added to the appropriate timelines.
Hint - You may add an email and note to many different timelines.
Thanks Kirk, I was hoping! I created a new piece of work for which I need to add some items from another work, as the information affects both work items. This happened after the event, and I would normally have assigned it to several work items from the beginning.
Userlevel 3
+2
Not a problem. Have had this happen to me before and totally understand.
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