Hello,
Is there a way to bulk change the primary worker on a plan in v15? We just had a fundraiser leave, so I need to transfer all of her plans over to other gift officers. They're not all going to the same person. I already used the worker tab in the plans maintenance module to add the new workers onto the plans, but the departed officer is still the primary.
Any advice would be appreciated. I'd also be open to using SQL if anyone has ideas on how to structure it.
Thanks,
Megan
I'm looking forward to seeing if anyone has a good solution on this... we had a fundraiser leave just after our conversion and our Tess. rep advised the best route was to use the Reminder Proxy UserID so that while the steps would still be under original worker, at least the new person would get the reminders. Fingers crossed there is an option in V15, or someone else has a good alternate. :)