copy information from one constituent's record to another

Ability to copy information from one constituent's record to another, as in the case of a divorce. When a married couple gets divorced, we make the non-constituent spouse a constituent. If I merge info from one record to another (as I would in the case of a deceased constituent), the information moves rather than copies. Then I have to go back in and soft credit all the gifts, and manually copy attributes, etc. I would like to be able to copy gifts, attributes, notes, actions from the constituent to the new constituent.

  • Guest
  • Feb 7 2013
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  • Danielle Keeney commented
    August 07, 2020 15:55

    Essentially, if we could use the Merge Constituent functionality with a slight tweak where it copies the information instead of moving it from one constituent to another.

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  • Guest commented
    March 17, 2016 23:18

    I don't understand why this doesn't have more votes. RE Users have been asking for this feature for years. It would be SO helpful!!

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  • Guest commented
    March 17, 2016 23:18

    In Configuration- Business Rules- Constituent Options- Deceased Options you can set this up to occur, at least for the gifts, in the case of a constituent that is deceased.

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