(and vice-versa!) Though Individual to organization is more common for us.
Vice versa agree! :)
vice versa agree here too
same applies to our organization as well
Coming X-mas 2016 right?
We would like to be able to merge individuals with organizations as well
Does anyone know of a workaround? We have a lot of communications that need to be moved from an individual record to an org record.
Need to change individual to organization. if this is available in other fund raising applications, why is it not in CRM, including RE, and why does someone have to vote for this?
Who in Blackbaud Development is looking at this ? I have a Customisation that will convert Constituent Types (any/all) and place in defaults. I'd be happy to hand it over for BB to distribute if there is some contact. Thanks
Hi BB, what's happening with this? How else are we supposed to merge constituent records when one is an organization and one an individual? This was easy in the Raiser's Edge. Please implement it in BBCRM.
David Wanless, email@example.com
Added my vote. We've actually done this with some records just by directly updating the ISORGANIZATION field in the CONSTITUENT table and hten making other manual changes to the record. We have only done this to change individual records to organization records.
It would be nice to have an OOB way to do this, and clearly everyone else thinks so too.
We very much need this. We have organizations who were entered as individuals in our old system (where it was not as much of a problem), stayed that way in the conversion, and now we have enormous amounts of information attached to these constituents with the wrong type.
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