Add ability to move or duplicate an attachment to another student, family or member.

+1 vote
43 views
asked Dec 29, 2017 in Tuition and Fundraising by bismark
It would be helpful to fix mis-filed attachments to be able to move them to the correct account. In rare cases we just need a duplicate on the other account.

https://jlssolutions.com/QA/6266/how-do-i-move-an-attachment-from-one-student-to-another
https://jlssolutions.com/QA/6088/how-do-cut-and-paste-an-attachment-from-one-account-to-another

Thank you for considering this request.

--yam

1 Answer

answered Dec 31, 2017 by Admin
selected Dec 31, 2017 by bismark
 
Best answer
Added. Unhide the code or student number column and click on the button. It will ask you to which account number or student number you want to move the record. Will display a message that it moved the record if you enter a valid account number or student number.
commented Jan 1, 2018 by bismark
Thanks!

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