Can I change a constituent on an opportunity?

Tania Pinard

Hello. We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. Does anyone know if it’s possible to change the constituent of an opportunity? Thank you.

Alex Wong

@Tania Pinard
there's no such functionality today. You can hit the Idea Bank and vote on an existing or new idea.

Tania Pinard

Thank you @Alex Wong

Spring Velazquez

@Tania Pinard if nothing, once you add the opportunity to the business record, you can at least copy all of the opportunity actions from the individual record to the business record