Set the RELO plugin so it allows for editing of RE records. or at least allow for preservation of an old RE address when migrating in a new LO address.

Situation: I have a LO record linked to a RE record. The LO record has a new street address. I would like to: 
-- migrate the new address from LO to RE 
AND 
-- move the existing RE address to a previous address.

When our event was in Sphere, the Sphere plug-in had a check box option that allowed me to save the old RE address as a previous address. Alternatively, it also allowed me to open a RE record and edit it while I was in the plug-in (where I could select Constituent, Copy Preferred Address to Alternate, and save the record.) It would be great if the RELO plug-in has a similar functionality. 

  • Guest
  • May 23 2017
  • Attach files