Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.


Manually move the actions
     
    • Click Records, Constituents
    • Open the constituent record with the actions to move
    • Make note of the actions
    • Manually delete each action from the Actions tab of the constituent
    • Click Save and Close to save and close the constituent record
    • Open the constituent record on which to add the actions
    • Manually add each action
    • Click Save and Close to save and close the constituent record
       

      OR


      Globally move all actions on one constituent record to another constituent record
      1. Click Admin, Merge Constituents
      2. In the Merge From field, click the Binoculars button. Search for and select the constituent with the actions to move
      3. In the Merge To field, click the Binoculars button. Search for and select the constituent to which to move the actions


        Note: If you need to merge an organization with an individual or vice versa, refer to BB111203.

         

      4. In the Information frame, double-click Actions
      5. In the Information to Merge frame, remove everything except Actions
      6. Leave the Delete source constituent checkbox unmarked
      7. Click Merge Now
      8. If prompted, click No to delete the source constituent


        Note: All the actions merge from the first constituent's record to the second constituent's record. You cannot select which actions to merge.