Allow users to MOVE plans from one constituent to another

Users would like to MOVE a plan from a constituent to a different constituent, when a plan was added to a record in error. Currently the user has to go to the other plan, populate everything manually and then request a plan deletion from the record.
  • Guest
  • Nov 9 2015
  • Reviewed: Voting Open
Blackbaud CRM
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  • Guest commented
    05 Aug 15:14

    We would love to be able to move plans, including ALL interactions and opportunities, from one household to another.

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  • +7

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