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
Blackbaud CRM / Gift Processing / Interactions
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  • Guest commented
    November 17, 2023 14:39

    This would be so helpful as we often have a few attributes on an interaction too so recreating those on another record is painful when there are data entry mistakes.

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  • David Wanless commented
    July 23, 2019 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.

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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.

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  • +1

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