Some times actions are added to the wrong constituent. It would be really helpful to be able to change the constituent that the action is linked to rather than having to delete and re-add the action.
Yes, this happens to us too, e.g. the action goes under a child instead of the parent but we can't merge/move just the actions over to the correct record because there are other actions that need to stay on the child's record. Having to delete/re-add the action from scratch is time-consuming and introduces more room for error.
Yes, this happens to us too, e.g. the action goes under a child instead of the parent but we can't merge/move just the actions over to the correct record because there are other actions that need to stay on the child's record. Having to delete/re-add the action from scratch is time-consuming and introduces more room for error.