Add a way to move an Interaction from one constituent to a different one

If an Interaction was accidentally entered on to the wrong constituent record, it needs to be removed and re-added. It would be great if there was a method in place that would let us move an existing one to a different constituent record.
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
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  • Matthew Taylor commented
    November 14, 2017 03:15

    This would make a huge difference.  So easy to make mistakes when adding interactions, especially via Outlook integration when multiple possible constituents are offered up.  Fully support this.

  • Guest commented
    23 Jul 03:10

    It would also be very handy on the rare but very annoying occasion when we accidentally merge some Constituent records which shouldn't have been merged, and need to separate them out again.  Similarly, it would be great if we could move Communication records to a different Constituent record.