Care Desktop: Move an Activity

Move an activity when the activity is:

  • Automatically assigned to a recent activity, but the customer contacts you about a different issue.

  • Automatically assigned to a new request, but the customer contacts you about an existing open request.

  • Not associated with a request.

Use the drag handle to move an activity to a new or existing open request in the customer journey.

You cannot move an activity if:

  • The activity is closed.

  • The activity is associated with a closed request.

You can only move activities to an existing open request or to a new request. You cannot move an activity to a closed request or to a different customer.

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