Create Tool to Move or Copy Notes and | Ideas for Raiser's Edge

Create Tool to Move or Copy Notes and Actions to Other Constituents

Would love the ability to move or copy (as the case may be) a single note (as opposed to all Notes, which can be moved using the Merge Constituents utility in NXT) from one record to another, particularly for divorces.

Amelia Ketzle
Jul 14 2023

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Create Tool to Move or Copy Notes and Actions to Other Constituents

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