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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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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 
-- 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
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