Converting individual to an organization

I would like to be able to convert an organization to an individual when the constituent was entered incorrectly.
  • Guest
  • Jun 29 2015
  • Reviewed
Organization Name (Please enter full organization name)
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  • Guest commented
    September 18, 2015 23:58

    (and vice-versa!) Though Individual to organization is more common for us.

  • Bridget Cusack commented
    October 1, 2015 15:32

    Vice versa agree! :)

  • Joan Coprio commented
    November 11, 2015 22:05

    vice versa agree here too

  • Asif Siddiqui commented
    January 15, 2016 16:03

    same applies to our organization as well

  • Zar Castillo commented
    August 23, 2016 16:26

    Coming X-mas 2016 right? 

  • Guest commented
    September 9, 2016 12:55

    We would like to be able to merge individuals with organizations as well

  • Guest commented
    September 9, 2016 12:59

    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. 

  • Rudy Perez commented
    July 10, 2017 18:36

    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?

  • Phil Higgs commented
    July 12, 2017 22:14

    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

  • Guest commented
    September 21, 2017 02:56

    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, david.wanless@wilderness.org.au

  • Guest commented
    October 2, 2017 12:30

    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.

  • Guest commented
    October 2, 2017 14:17

    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.

  • Raman Katyal commented
    January 29, 2018 04:34

    We at Plan International Australia have developed this customization which we are happy to share ("as is") with others for a set amount / donation towards our organization.

    Attached installation guide will give you an idea about how this customization works - for any further queries please reach out to me at raman.katyal@plan.org.au.

  • Guest commented
    February 14, 2018 14:36

    we've also done this manually by directly updating the CONSTITUENT.ISORGANIZATION directly.  I agree, there should be an OOB way to do this.

     

    I'm not holding out hope for a 2.5 year old idea with votes from basically every customer.

  • Reza Islam commented
    February 21, 2018 20:38

    If you look at his idea in the old portal, you'll see this was first raised as an Idea on May 2013:  

    https://bbecfeedback.uservoice.com/forums/23106-crm-feedback/suggestions/889883-converting-individual-to-an-organization#comments

    I've tried changing the type from Org (1) to Ind (0) by updating CONSTITUENT.ISORGANIZATION field from 1 to 0 and get the following error, any advice from those successfully updated via SQL would be greatly appreciated: 

    Msg 50000, Level 13, State 1, Procedure TR_CONSTITUENT_UPDATE_ISORGANIZATION, Line 20 [Batch Start Line 29]

    Constituents with organization data cannot be set as individuals.

    Thanks :-)

  • Gregory Dellas commented
    February 21, 2018 23:00

    Hi @Reza,   Please have a look at the information from Plan International Australia, a little while ago.  They have built a customization that handles this, along with some business processes that achieve the conversion

  • Stephanie Boyce commented
    June 8, 2018 13:49

    I agree on the vice-versa comment. Sadly sometimes this happens, a company goes online and makes a gift and it becomes an individual record when it should be an organization, or just human error. We had this in our old database and I know the ability is there to do this in many other databases, this would be very helpful. 

  • Chris Whisenhunt commented
    June 18, 2018 15:51

    This could be done as a pretty simple customization. 

  • Phil Higgs commented
    September 5, 2018 08:50

    We at Plan International Australia have developed this customization which we are happy to share ("as is") with others  Please reach out to Raman.Katyal@Plan.org.au for more info