Change Institution Type

thaJack
thaJack Member ✭✭
edited September 16 in Ideas for Quicken LifeHub

After an institution has been created, it doesn't appear that there is a way to change the type (e.g., service provider to financial institution).

I understand they have different fields, but you might want to save the relationships with other items, along with any attachments.

Maybe a warning could be shown to let you know that the information you entered for it will be lost, but any items that reference it will be kept along with attachments.

1
1 votes

Reviewed · Last Updated