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Switch Parents Multi-action

Posted December 10, 2018
Switch Parents Multi-action
The Switch Parents Multi-action allows you to swap parent 1 and parent 2 for the household.  To begin the multi-action, select households, donor contacts, finance customers, or finance vendor records then choose the “Switch Parents” multi-action option.  You need Admin Full, Admissions Full, Development Full, or Registrar Full roles to perform this multi-action.  

Note: This function switches parent 1 and parent 2 information including contact, employment, and education information.

Note: Switching parents also switches the parent indicators for their users, donations and other records.

See also
Switch Parents    Donation    Contact    Action    User   
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