Reassign the Contact associated with a Transaction
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Tori Meglio
complete
We’ve added the ability to reassign timeline items to other Contacts (transactions, tickets, etc.). When reassigning a Recurring Plan, all the transactions relevant to the plan are also reassigned.
To reassign an item, navigate to the associated Contact > Activity Timeline > Item, select the (…) menu, click Edit contact, and select the desired Contact.
Liran Cohen
in progress
Liran Cohen
Merged in a post:
Edit Contact associated with Transaction
Tori Meglio
The ability for admins to reassign the Contact associated with a Transaction.