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Splitting Organization Contacts in Civi that are Workplace Giving and Restricted Funds
Open, Needs TriagePublic

Description

When pulling data for Workplace Giving we noticed that there are some organization contacts that are both workplace giving but the organization also gives restricted gifts and has a relationship manager. Sometimes the Activities and Prospect side of things can get lost amongst all the matching gift activities and contributions for these records. Would it be possible to split these Organization contacts to a Workplace Giving contact and a grant related contact? We would need to move all the Workplace Giving relation contributions and Employee relationships to the new records leaving the Grant related relationships, activities, contributions on the original records.

Desiree has a list of the contacts so far that are both Workplace Giving related and Grant related and there are 22 in total.