Admins now have the ability to Reassociate a stakeholder within a to a different customer. The Reassociation operation follows this basic workflow:
- Admin navigates to Stakeholder record to Reassociate
- Admin selects ‘Reassociate’ under the Stakeholder ‘Actions’ Menu
- Admin selects which Customer to reassociate the Stakeholder and Confirms
- The Stakeholder record and all associated Milestones will be moved to the selected Customer
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