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.

Need to merge organizations with individuals Merged

We have individuals that, upon their death, we changed to their Trusts in our old system. We now need to merge those Trusts (individuals) into the newly created (organization) Trust in BBEC. Unless we are able to change the constituent type of the record -either one would work
  • Guest
  • Jun 29 2015
  • Reviewed: Voting Open
Organization Name (Please enter full organization name)
Reported Version