Dear all. Plan Australia have had a feature to convert Constituent types for many years now. It works on a individual records via record operations. We manage the records through datalists. Please email me if you would like the feature and I can send a link to a shared drive. No charge.

phil.higgs@plan.org.au

Disappointing. 539 votes isn't enough, I guess.

Unfortunately, this idea is not Planned for an upcoming release. We are setting the status back to Open until we can say with absolute certainty that it will be planned and released. We sincerely appreciate your understanding in advance. Thank you.

One solution to this is for sale as a customization here. You can see it in action in this video. Disclaimer: I am the author of this particular product.

Our coders figure this out for us if you need help BB-CRM

and vice versa in Interchange please.

I have a script that does this but it absolutely should be something that Blackbaud implmements.  Glad to see this is going to be adopted into the product.

This is something Boston Children's hospital has been in need of since conversion day! we work with Luminate online which does not handle org records very well, org records sync as individual ones and we can't convert them we have to manually create an org record. Not only is this time consuming but also add lots of trashy records to the system, that then the sync remembers and puts revenue into those inactive records causing financial reporting issues.. We definitely are in desperate need of a fix for both ways.

vice versa and we need this asap

This becomes very important post conversions when you realize you have a few issues, we have a need for this!

Vice Versa here too

Yes! Still an issue. 

Zuri Group has it for free too. I haven't used it, however. https://zurigroup.com/crm-tools/

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

This could be done as a pretty simple customization. 

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. 

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

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 :-)

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.

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.