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:
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.
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 email@example.com.
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.
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.
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, firstname.lastname@example.org
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
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?
You won't be notified about changes to this idea.