Ability to adjust account a Touchpoint is related to after logging via email

Matt Nade

• August 14, 2020 01:27

We are using the Email > Touchpoint functionality to log touchpoints.

 

the functionality doesn't always log the touchpoint against the correct account (for whatever reason)

 

At present we have to delete and manually recreate the touchpoint - it would be great to be able to re-allocate it (maybe only for a limited period of time - i.e. 2 hours or similar), as I realise these need to be static to thereafter calculate metrics, etc.....

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  Kristin Hallas

  • January 27, 2021 16:16

  I would agree with this.  We have some account setup as parent/child accounts.  On those are a few of the same contacts on the parent and child.  However, it will just log it to the last account that has been touched.  sometimes that is now where I want the touchpoint to go so would be nice to move it to the correct account.

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