Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-524 Converting individual to an organization.
Ability to covert record type - ie. Individual record change to Org record.
Merged
Sometimes a record gets created incorrectly, especially some of our older records. Often these records contain a lot of information or revenue, but the need to be converted to the correct record type. It would be great if BBCRM had a convert record type function.
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Christy Wilson
- Feb 1 2018
- Reviewed: Voting Open
| Organization Name (Please enter full organization name) | City of Hope |
| Reported Version | 4.0 |
Related ideas
You might want to throw your vote on https://bbcrm.ideas.aha.io/ideas/CRM-I-524.