Suggestion: When a source needs to be detached, add a field to “re-attach to a different ID” and....
See attached .jpg files for images:
Suggestion: When a source record needs to be detached:
1) add a “re-attach to a different profile ID” option so if the correct attachment “target” is known, it can be attached in one step;
2) have it generate a “Source Linker” window so all the attachments can be reviewed and all incorrect attachments removed/modified, and maybe some unfinished attachments completed, all in one step
Example: (see attached .pdf for images)
This is an incorrectly attached record:
Looking at “Similar Historical Records”, one can see who very well might be the correct attachee:
Looking at details for John Brewer L1JX-Y4R, possibility is confirmed:
Moving to detach…at this point, just detaching will leave the record unattached, even though we know to whom it should be attached:
Suggestion: add to this “Detach Source” window an option to attach to a particular ID, and then have “Detach” automatically launch open a “Source Linker” window with the new attachee as “Selected Person” so all incorrect attachments can be modified.
Full name: Daniel C. Campbell
Phone number: 858.299.3211
email address: [email protected]
User name: soup22
Helper number: 78404