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 article.

 

  1. Open the constituent record to change
  2. Select Constituent > Convert to Organization...(or Convert to Individual...) from the menu bar on the record.
  3. Click Yes to the prompt that is received, 'Are you sure you want to convert this record?'



    Note: Information specific to the record type, such as biographical information, will be added to the converted record as a Conversion Note.