Ability to split a constituent record into two separate records

Similar to the merge record feature, it would be useful to have the ability to split a constituent record into two separate records and select which pieces of information remain on the original record, are copied to both, or moved to the new record. We have cases where records were mistakenly merged or info was added into the wrong record because of similar names or same address (we have a lot of instances where multiple families/generations live at the same address).

  • Beth Hofeldt
  • Jan 25 2021
  • Attach files