Move notes among profiles: indiv, household, organizational and funds
Hi, just discovered the "move" feature on notes when trying to easily move a note from an indiv to an organization. I discovered that the "move" feature doesn't work the way I would expect, as it only permits the move among the different areas of a single profile. I would prefer more flexibility, to move notes to a different profile and profile type. Bonus if we could attach a note to more than one profile type and one fund at at time :-)
Lorna Sandberg
shared this idea
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Wendy Witte
commented
Also - need to be able to move a note from one profile to another if it got attached to a WRONG profile!!! Thanks.