Ability to Demote a Constituent

It would be helpful to be able to demote records that are accidentally promoted to a full constituent rather than needing to recreate the non-constituent relationship to clean up the records (Event guest, child of constituent, for example).

  • Jessica Cellini
  • Oct 2 2025
Data Health
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  • Kevyn Barnes commented
    16 Feb 21:42

    Yes this would be very helpful for event guests (especially for no-show guests!), organization contacts or, on the flip side, a primary employer organization record that isn't affiliated with us in any other way. (I hope that we also don't lose the ability to demote a spouse record when limited to Unified View)

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  • Catherine Hodges commented
    October 15, 2025 19:53

    Yes, this would be really useful for us too.

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