I'm pretty sure I can't do this using RE export/import, but maybe IOM can! We had a gift officer leave suddenly and I'd like to move all of her proposals to the new gal. Does anyone know if IOM can help with this? Not the end of the world if I have to go into each one, but if I don't HAVE to, that'd be most lovely, of course.
ImportOmatic can add another solicitor onto the proposal, but it won't remove the existing solicitor.
If you would like to use IOM to add your new gift officer, you'll need the constituent's name or ID, the proposal name (and if the constituent has more than one proposal with the same name you'll want to include the purpose as well), and the new solicitor's constituent ID.
Use the Record Type = Proposal to map the proposal information.
Go to Prospect in the left side navigation menu, and choose to match the proposal on either name or name and purpose.
Please let me know if you have any other questions.