Move one action at a time to a different record

I would like the ability to move an action from one record to another. Merging actions only works if you actually want to bring ALL of the actions over the other record. In some cases (with records that should have been separate to begin with), it takes a lot of time to manually re-do all of the actions.

  • Guest
  • May 21 2013
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  • Alison Parris commented
    August 29, 2018 03:22

    This would be awesome. I've been asked to move many Actions from an Individual record to an Organisation record... as far as I can find it cannot be done. A RE user has been recording Actions against the Individual attached to the Organisation, but our business is with the Org, therefore we need to either move the Actions across, or copy them across so they are replicated on both records. Would be great if, within the Action, you could select, "File" "Move Action" and then select which Constituent ID to move it to...

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  • Devan Caton commented
    March 18, 2016 00:36

    The ability to reassign an action to a different constituent would be GREAT. We've had several occassions where an action (or several) were erroneously assigned to the wrong constituent. Recreating one is a hassle. Exporting a group of actions (but not all actions) from one constituent then having to reimport them to a different constituent is really an unfortunate work-around.

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