Answer
Organization type to Individual type:
Note: All contacts on the Name Tab must be deleted before using the Change Record Type utility.
If the contacts are not deleted the following message appears:
Procedure:
(You may choose to delete or keep the Organization name card on the Name Tab for reference).
Individual type to Organization type:
Note: All contacts on the Name Tab must be deleted before using the Change Record Type utility.
If the contacts are not deleted the following message appears:
Procedure:
- Open the organization record you wish to change.
- Select the Name Tab.
- Create the New Name cards for each person associated.
- Now, select each contact card, click Delete Name, and click Yes.
- The Name Tab should now only display Names and Salutations.
- Now click back on the Basic card.
- Click Change Record Type in the Navigator
- Click ‘Yes’ to Are you sure you want to convert this organization to an individual?
- The Basic Card will no longer have the Org field; but will still have the organization name in the name fields:
- Click the Name Tab open the Name Card for the individual’s name:
- Check preferred
- Check Include in Browse and Quick Gift Search
- Click Save Changes
(You may choose to delete or keep the Organization name card on the Name Tab for reference).
Individual type to Organization type:
- Open the individual record you with to change to Organization type.
- From Navigator, Click Change Record Type
- Click ‘Yes’ to Are you sure you want to convert this individual to an organization?
- Now enter the Organization Name, Last and First Name of the Preferred Contact.
- Save Changes.
- Select the Name Tab to confirm Name Cards, Contact Cards, and Salutations are all present.
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Fundraising 50
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