So, we are dipping our toes into the Plans pond... If we entered a plan with correlating steps into a Individual's Household record, then after initial conversation realized it really should have been entered into the Corporate record, can it be moved either on the front end or by IT on the backend or can you change the owner after the fact? If answers to both options are no, then can a plan be deleted and/or inactivated?
Thanks,Heather
I recently had a request to change ownership of some plans also. We're not seeing any way with the Tessitura client to do this.
On the back-end, in our test database, I changed the owner by changing the ID in customer_no on the T_plan table. That isn't something I want to regularly do so having a front-end solution for users is something I'm interested in too.
Unknown said: On the back-end, in our test database, I changed the owner by changing the ID in customer_no on the T_plan table. That isn't something I want to regularly do so having a front-end solution for users is something I'm interested in too.
If you have SQL access to your databases, I would encourage you to continue to use it to update records as the need arises. Be careful, but do not be afraid! E.g. every time you merge duplicate constituents, you are updating the customer_no on many tables, with no harm done.
Fire up SSMS, and stretch your wings, feel the power, enjoy your freedom! Not everyone can. :-)