Note: Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

Note: The following only works when just one organizational relationship exists on the constituent record.
    • Create a relationship query and filter on Organizations, Primary Business Information equals no
    • Click Admin, Globally Change Records
    • Select Constituent, Organization/Business Relationship
    • Click Include and select the query created in step 1
    • In the Available Fields frame, select Organization/Business, Is Primary
    • In the Edit Change Parameters screen, select Replace as the operation. In the Replace field, select Unchecked. In the With field, select Checked.
    • Click OK
    • Click Change Now