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.

  • Christy Wilson
  • Feb 1 2018
  • Reviewed: Voting Open
Organization Name (Please enter full organization name) City of Hope
Reported Version 4.0