Just wondering if those sites that have been up on v.11 have developed some rules/guidelines for when to use Convert to Household vs Move Transaction.
I mainly see the Convert to Household being used when there is more than just Transaction that need to moved such as events, activities, and salutations as well as Affiliations/Associations.
Move Transactions is used when only transactions and related records are involved.
Thanks
Unknown said: Didn't mean to get your hopes up!
Didn't mean to get your hopes up!
No problem, I was just intrigued by the possibilities: a custom tab for merges. What does it do? I wanna see it! :-)