We received a donation and a temporary contact was generated and processed to contact A. It was then recognized that a different contact (contact B) should have been the contact that matched the transaction. So we are trying to transfer the data from contact A to contact B.
We removed the alias that was created on contact A because it does not seem that we can reparent it to contact B.
We modified the contact field in C&P Transaction to reference contact B.
We modified the C&P Data to reference the name of contact B.
We modified the opportunity associated with the transaction to have C&P Contact as contact B.
We do not see any way to modify the autoresponder log to associate it with contact B. Is this possible?
Also, while contact B now looks reasonable, contact A still shows the opportunity on the related list? (Both contact A and contact B show the SAME opportunity on the related list.) I do not think we can delete the opportunity listed on contact A since there is only one instance of the object. We are unclear as to why it still shows on contact A's related list of opportunities.
Can you shed some light?
thanks
-brian
We removed the alias that was created on contact A because it does not seem that we can reparent it to contact B.
We modified the contact field in C&P Transaction to reference contact B.
We modified the C&P Data to reference the name of contact B.
We modified the opportunity associated with the transaction to have C&P Contact as contact B.
We do not see any way to modify the autoresponder log to associate it with contact B. Is this possible?
Also, while contact B now looks reasonable, contact A still shows the opportunity on the related list? (Both contact A and contact B show the SAME opportunity on the related list.) I do not think we can delete the opportunity listed on contact A since there is only one instance of the object. We are unclear as to why it still shows on contact A's related list of opportunities.
Can you shed some light?
thanks
-brian
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